Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. But how do we plan when we cannot know?
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. If you’re exiting the workforce, there are a few things to consider to make sure you and your family are supported.
Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.
Estate planning is an important part of protecting yourself and your loved ones in the event you are unable to make important decisions for yourself. Make sure to review these 4 areas of your plan.
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.
When it comes to our inevitable death, chances are we’re all going to have at least a little bit of debt. Creditors are entitled to payment of these debts, regardless of someone passing or not.
Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.