How to Benefit From Charity Trusts
Featured

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
When Fair Doesn’t Mean Equal in Estate Planning
Featured

When Fair Doesn’t Mean Equal in Estate Planning

How to leave unequal inheritances to your children while minimizing hurt feelings and family conflict.
How to Structure Your Estate So Your Heirs Avoid a Financial Headache
Featured

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.
What You Need to Know About Gifting Trusts
Featured

What You Need to Know About Gifting Trusts

Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
How to Protect Your Finances If You Become Incapacitated
Featured

How to Protect Your Finances If You Become Incapacitated

A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.

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How to Benefit From Charity Trusts

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
When Fair Doesn’t Mean Equal in Estate Planning

When Fair Doesn’t Mean Equal in Estate Planning

How to leave unequal inheritances to your children while minimizing hurt feelings and family conflict.
How to Structure Your Estate So Your Heirs Avoid a Financial Headache

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.
What You Need to Know About Gifting Trusts

What You Need to Know About Gifting Trusts

Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
How to Protect Your Finances If You Become Incapacitated

How to Protect Your Finances If You Become Incapacitated

A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.
Estate-Planning Moves Every Retiree Should Make

Estate-Planning Moves Every Retiree Should Make

Retirement is the right time to review wills, trusts, beneficiaries, and tax strategies to protect your assets and loved ones.
What to Know About Inheriting a Retirement Plan

What to Know About Inheriting a Retirement Plan

Navigating inherited IRAs can be confusing. Here’s what spouses, children, and other beneficiaries need to know about RMD rules and withdrawal timelines.
Mistakes That Can Wreck Your Estate Plan

Mistakes That Can Wreck Your Estate Plan

An estate plan isn’t set-and-forget. Make sure yours stays airtight by steering clear of these costly errors.
Probate—The Terrible, Horrible, No-good Side of Estate Planning

Probate—The Terrible, Horrible, No-good Side of Estate Planning

Probate can drain time, money, and privacy. Here’s why it creates headaches—and the smart moves that help you avoid it.
How to Bypass Probate on Your Estate

How to Bypass Probate on Your Estate

A few smart steps today can help your loved ones avoid the long, costly probate process tomorrow.
How to Benefit From Charity Trusts

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
When Fair Doesn’t Mean Equal in Estate Planning

When Fair Doesn’t Mean Equal in Estate Planning

How to leave unequal inheritances to your children while minimizing hurt feelings and family conflict.
How to Structure Your Estate So Your Heirs Avoid a Financial Headache

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.
What You Need to Know About Gifting Trusts

What You Need to Know About Gifting Trusts

Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
How to Protect Your Finances If You Become Incapacitated

How to Protect Your Finances If You Become Incapacitated

A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.
Estate-Planning Moves Every Retiree Should Make

Estate-Planning Moves Every Retiree Should Make

Retirement is the right time to review wills, trusts, beneficiaries, and tax strategies to protect your assets and loved ones.
What to Know About Inheriting a Retirement Plan

What to Know About Inheriting a Retirement Plan

Navigating inherited IRAs can be confusing. Here’s what spouses, children, and other beneficiaries need to know about RMD rules and withdrawal timelines.
Mistakes That Can Wreck Your Estate Plan

Mistakes That Can Wreck Your Estate Plan

An estate plan isn’t set-and-forget. Make sure yours stays airtight by steering clear of these costly errors.
Probate—The Terrible, Horrible, No-good Side of Estate Planning

Probate—The Terrible, Horrible, No-good Side of Estate Planning

Probate can drain time, money, and privacy. Here’s why it creates headaches—and the smart moves that help you avoid it.
How to Bypass Probate on Your Estate

How to Bypass Probate on Your Estate

A few smart steps today can help your loved ones avoid the long, costly probate process tomorrow.