Higher bond yields create opportunities to generate more income with less risk in the new year.

Joint property can have unintended consequences to your estate, so it is important to understand the different types.

Parents and grandparents use 529 education savings plans to help with the cost of college expenses. However, they are also a good tool for estate planning.

U.S. stocks surged and Treasury yields fell sharply after the core October CPI rose a lower-than-expected 0.3%. We think this is finally an encouraging development on inflation but doesn’t yet change the overall picture.

If you don’t know who your beneficiaries are, then it’s time for a beneficiary designation check. Even if you think you remember, every now and then, they should be checked.

The more planning done in advance, the more likely your loved ones will know what to do. ?Here are 10 key tips for estate planning for you to consider.

Just like in the early 1980s, central banks are committed to the fight against inflation. However, this time is different. Alternative data reveals insight into the current economic backdrop and what it means for investors.

A new case out of Tax Court centers on the question of when a “deathbed gift” is complete for federal estate and gift tax purposes.

Those who decide to establish a trust will need to consider the pros and cons of revocable versus irrevocable trusts.

When it comes to estate planning, equal isn’t the same as fair.

Although tech and other growth stocks may suffer through more September volatility, the longer-term outlook is more encouraging. The economy is softening, not collapsing, valuations are more interesting and real rates have already adjusted.

New Capital now offers Guideline’s 401(k) plans to clients for their businesses. View Guideline’s “Evolution of the 401(k)”

As an estate planner, I like life insurance. It provides many benefits in estate planning that are worth considering.

Gen Z is coming of age and entering the workforce. New Capital's NextGen program is designed to work with your younger generations. Let us know if we can helpfully engage with your family's Gen Z members.

A Living Will and a Do Not Resuscitate Order, known as a DNR, are very different documents, however, many people confuse the two. They both address end of life issues but are used in different settings.

Guardianship often is necessary when an elderly individual loses legal capacity due to dementia, Alzheimer’s or other conditions leading to cognitive decline. In that case a guardian would need to be appointed to manage their assets.

As a general rule, estate planning documents should be kept together in a fire and waterproof container in a location known to and accessible by fiduciaries, and copies of some documents should be given to the fiduciaries in advance.

Global growth and inflation concerns are keeping investors up at night.

Studies suggest that a majority of adults do not have an estate plan of any kind, even a will. What happens when those people die?

Many people have life insurance, and they have it for a multitude of reasons. Proceeds can help cover funeral costs, liquidity in an estate, paying off taxes and more.