“Many young families put off estate planning. If asked, they may say they are too young, healthy or can’t afford it. Some have trouble just thinking about what could happen if they should die while their minor children and spouse are depending on them. But even a healthy, young adult can be taken suddenly by…

Haven’t given much thought to estate planning and charitable giving? Here are 10 questions to jumpstart your thinking: 1. Can you afford to give away money now? You shouldn’t gift large sums to your children or charity unless you’re confident you have enough for your own retirement. There’s no limit on gifts to charity, though your annual tax…

There’s no such thing as a good time for a family fight, but one of the worst is after a death. In a recent Ameriprise Financial survey of 2,700 people, 25 percent said an inheritance caused disagreement or tension within the family. Here’s how to keep the peace: Put your wishes in writing: “The most…

©2016 Marsalese

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