Estate Planning

The CARES Act provides a unique charitable gift giving opportunity in 2020 for those under age 70 1/2. Adviser Elliot Dole explains how to make this work for you this year.

Successful family businesses need to carefully and thoroughly plan for when the founder decides it's time to turn over the reins to the next generation.

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!

Adviser Danielle Howard outlines the advantages of having financial discussions with your spouse and family, and offers tips on how to get the conversation started.

No, not that talk. This talk is about finances and health. Adviser Tammy Wener has questions to get the conversation started.

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.

Financial adviser Dan Andrews offers techniques and resources on how to discuss money with your multigenerational family.

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.

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.

Adviser Danielle Howard outlines the advantages of having financial discussions with your loved ones, and offers tips on how to get the conversation started.

Adviser Sam Maness reviews what you need to know about key elements of estate planning.

Adviser Sam Maness explains the importance of properly managing beneficiary designations and inherited retirement accounts.

Financial adviser Dan Andrews offers techniques and resources on how to discuss money with your multigenerational family.

Adviser Joseph Piangozza details the process for establishing an effective financial and estate plan, including what to do and what to watch out for.

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.

Adviser Beth Blecker cautions that you may have planned for yourself, but your parents' and your adult children's circumstances could have a big impact on your retirement.

Tax reform changes, doubling of the estate tax exemption, generation-skipping transfer taxes and more.

Bank accounts, credit cards, even your e-books and iTunes account: Now you have to think about how to manage your digital assets in your estate plan.