Estate Planning (10 posts found)


What to expect on CFA exam day

What to expect on CFA exam day

What to expect on CFA exam day

Avoid as much guesswork as possible by thinking like an astronaut and knowing what to expect on CFA exam day. A little knowledge can go a long way: Get ready for the CFA exam by knowing exactly how the big day is going to play out.
What is a Prenuptial Agreement and Who Should Have One?

What is a Prenuptial Agreement and Who Should Have One?

What is a Prenuptial Agreement and Who Should Have One?

A prenuptial agreement is a useful estate planning tool for couples about to tie the knot for a second or third time.
Having an Honest Discussion About Finances Before Marriage

Having an Honest Discussion About Finances Before Marriage

Having an Honest Discussion About Finances Before Marriage

It’s vital for a couple to have an honest discussion about finances before marriage.
Handling a Financial Windfall

Handling a Financial Windfall

Handling a Financial Windfall

Being faced with the challenge of handling a financial windfall sounds like a nice problem to have – but that doesn’t meant you won’t need professional help to figure out how to manage such a large amount of money.
Top Things to Consider Before Selling a Business

Top Things to Consider Before Selling a Business

Top Things to Consider Before Selling a Business

There’s a lot more to selling a business than finding a willing buyer – plan ahead to make sure you’re ready
Getting Divorced?

Getting Divorced?

Getting Divorced?

A couple wanting to be divorced will find that a fair settlement can be negotiated a lot easier if both parties can rein in their emotions.
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