Latest
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How to Avoid the 'Widow's Penalty' After the Loss of a Spouse
After a spouse dies, people face the "widow's penalty," in which their tax bill may rise. Here's how to avoid it.
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How High Interest Rates Enhance a Type of Charitable Trust
Before interest rates are cut, potential donors might want to consider a CRAT, which optimizes benefits for both the donor and the charity when rates are higher.
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How to Help Your Kids Inherit More Than Just Your Money
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that.
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Five Tips to Find Financial Harmony With Your Partner
Many couples trust each other and have shared goals for retirement, but more than half have yet to put an estate plan in place.
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Are Your Kids Ready to Inherit Your Wealth?
To prepare your children to take over your family's financial legacy, teach them about money as if they were interns on the path to senior management.
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What We Can Learn from Tony Bennett's Estate Dispute
Bennett's daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently.
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Estate Planning: 10 Things You Should Know
Estate planning is all about taking charge of your legacy.
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How to Fix a Trust Dilemma to Prevent a Tax Bomb
A bypass, or AB, trust splits into two trusts when one spouse in a married couple dies, cutting the estate taxes for beneficiaries.
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Protect Your Loved Ones With an Estate Plan
Here are eight things you can do to help protect your family.
