The annual gift tax exclusion changes over the years. Here’s how to give generously, perhaps more than you think you are able to under the current tax law.
Moving to a New State in Retirement: What Not to Overlook
Every year, thousands of retirees relocate to new states seeking better weather, lower costs, or a fresh start. But three financial planning considerations can catch even sophisticated retirees by surprise—areas where a seemingly smart move can quietly undermine years of careful planning. From hidden tax traps to obscure property laws, here's what often gets overlooked.
Estate Planning & Trusts: Protecting What Matters Most
When we hear the term estate planning, we often think of wills or maybe a financial to-do list for the later stages of life. But estate planning is about more than just deciding who gets what—it's about protecting your legacy, ensuring your loved ones are cared for and keeping your financial life in order no matter what the future holds.
What Happens to Your Debt When You Die?
How Much Should You Tell Your Heirs About Your Estate Plan?
Spring Cleaning: For Your Home, Your Yard and Your Finances
Caring For Your Pets After You Are Gone
The Easy Estate Planning Step You Can Take Right Now
Taking Care of a Non-Spouse Partner: Essential Steps to Take
Death of a Family Member Checklist
Losing a loved one can be a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual's estate, and provide for your own financial security. The following checklist may help guide you through the matters that must be attended to upon the death of a family member.