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Tag: inheritance

Giving Kids the Best Financially

Watch this video on YouTube Almost all the financial decisions parents make around our kids have one thing in common: we want what’s best for them. This is the case whether we’re setting the amount of an allowance for an eight-year-old, helping a teenager...

Let Heirs Know Your Legacy Plans

Watch this video on YouTube Estate planning can be one of the most emotionally difficult aspects of financial planning. One often-overlooked aspect of estate planning is talking with your heirs about your legacy plans. While most of us probably accept in theory that...

Rick’s Inheritance Article in USA Today

USA Today has picked up Rick’s recent column on parents’ intentions around leaving inheritances to their kids. The piece is included in the “Money” section of USA Today’s online...

Your Estate Plan If You Don’t Die Broke?

Watch this video on YouTube In a recent column I reported on a survey done by the financial services company HBSC that found only 59% of US parents intend to leave their children an inheritance, the lowest of the 15 nations in the survey. The fact the US is last came...

Inheritance No Retirement Plan

Watch this video on YouTube Stroll through a retirement camping resort or pass an RV on the highway, and you might see this bumper sticker: “We’re spending our children’s inheritance.” Apparently, this isn’t a joke. A December 13, 2013,...