Strategies to Make Your Charitable Giving Go Further
For charitably inclined individuals, adviser Danielle Harrison outlines the many strategies available to make your charitable dollars go further.
Protecting Your Assets: Post-Death Financial Planning
The first and most important step is to not rush into anything when a loved one dies. Once you're ready, how do you find the right person to advise you?
Giving Done Right: 10 Ways to Avoid Philanthropy Fumbles
Here are 10 ways to give with examples and approaches to help you avoid philanthropy fumbles.
What Are the Legacy Planning Alternatives to Single Premium Immediate Annuities and Life Insurance?
Life insurance and annuities can be useful tools in your retirement planning. Make sure you have the right strategy for using them.
How to Witness Retirement Documents in the Age of Coronavirus
What do you do if you need spousal consent for a retirement plan distribution or loan physically witnessed in the age of social distancing? Technology, and the IRS, to the rescue!
5 Essential Healthcare and Estate Planning Documents You Need
Adviser Timothy Bogert details five essential healthcare and estate planning documents that will bring awareness of your wishes and goals to your family and your team of advisers, making transitions easier for everyone.
An Unexpected Retirement Activity: Serving as a Financial Fiduciary
Adviser Sandra Adams runs down the responsibilities of serving as a financial advocate for a family member or friend who can no longer handle their own affairs.
Emerging Aging Trends and How to Get Ready to Go It Alone
This is the first in a four-part series from adviser Jeannette Bajalia about "Elder Orphans," in which she analyzes the challenges we face as we age -- often on our own -- from finances to quality of life.
Protect Your Legacy With Beneficiary Designations, Inherited Retirement Accounts
Adviser Sam Maness reviews what you need to know about key elements of estate planning.
Protect Your Legacy Through Your Retirement Assets
Adviser Sam Maness explains the importance of properly managing beneficiary designations and inherited retirement accounts.
Distribution Strategies for Inherited Retirement Assets
Financial adviser Craig Adamson has a cautionary tale of a couple who planned and saved carefully for a great retirement. But when one of them died, the other was left with a terrible tax burden.
New Tax Law Means It's Time to Review Your Estate and Gifting Plans
Tax reform changes, doubling of the estate tax exemption, generation-skipping transfer taxes and more.