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The charitable IRA legislation is back for a repeat performance—don't miss this second-chance opportunity to make tax-free gifts from your IRA! More
How to Find an Attorney or Financial Planner
Attorneys and financial planners are often helpful in planning your estate. The right person (or persons) will need to have a grasp on finances, investments, tax planning and legal issues, and an understanding of the emotional challenges of planning for the distribution of your wealth. More
End-of-Year Planning Checklist
As the end of the year rolls closer, review this estate planning checklist of actions. If necessary, make appointments with your professional advisors. More
Do You Need a Living Trust?
As Americans of all ages plan for their family's future, more and more attention is being paid to living trusts—and for a good reason. More
