Latest
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Give Now or Leave an Inheritance? How to Balance the Options
You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider.
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How to Replace a Corporate Trustee (and Make Other Trust Changes)
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know.
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Inherited an IRA? Five Rules Every Beneficiary Should Know for 2025
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
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Revocable Living Trusts: The Good, the Bad and the Ugly
People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could be a smart choice for some folks.
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Why You May Need a Medallion Stamp
Transferring securities from one account to another often requires this extra step.
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10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.
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How Women Can Handle Their Growing Wealth Like a Pro
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially. Here's how to keep on winning.
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Five Strategies to Keep Your Heirs From Blowing Their Inheritance
estate planning Preserving family money beyond a few generations isn't an easy task.
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Six Steps to Simplify Your Estate for Your Heirs
A simplified estate strategy will expedite the settlement of your estate after you're gone, lower audit risk, reduce costs and cut your beneficiaries' stress.
