If you’ve been gifting money each year to people you love, or using gifting as a planning tool, it’s about to get even better....
The end of the year is a great time to think about what’s coming up and reviewing your financial house. Financial issues cannot be...
You just got the final draft of your estate plan. It includes your exact wishes for disposition of all the major assets—stocks and bonds,...
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during more than 30 years...
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during almost 30 years in...
A loved one has died and you’re in charge of settling the estate. There’s a long checklist of things that need to be done,...
Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out of your good graces? No...
At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The government was more than happy...
Americans give more than $557 billion to charity every year. Without a doubt, we are a caring and compassionate people. But whether you itemize...