5 Ways to Use Annuities in Your Estate Plan
If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.
3 Ways to Save on Estate-Attorney Fees
Working with an estate attorney can be costly. These three tips can help keep legal expenses to a minimum.
The Corporate Transparency Act and Your Small Business
What small-business owners need to know about the new Corporate Transparency Act.
Countdown for Gift and Estate Tax Exemptions
Lifetime estate and gift tax exemption thresholds are poised to be cut in half at the stroke of midnight December 31, 2025, leading to a potentially sharp jump in some estates' tax liability. But there's still time to prepare.
Should You Pay Off Your Mortgage Before You Retire?
If you are nearing retirement, does it make sense to pay off your mortgage in advance?
Is a Private Foundation Right for You?
Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.
3 Ways a Roth IRA Conversion Can Help Your Heirs
For investors with sizeable savings in a traditional IRA, converting those assets to a Roth IRA can help maximize the money they leave to heirs.
4 Ways to Optimize Your Existing Estate Plan
Even after your estate plans are established, there's a lot you can do to help ensure your wealth will benefit your heirs to the fullest extent possible, including in the near term.
3 Ways to Build Purpose Around Family Wealth
For family wealth to endure, it's critical to work from a shared sense of purpose. Here are three ways to help foster a deeper connection across generations.
5 Myths About High-Net-Worth Estate Planning
For high-net-worth estates, planning can be a more complicated process, prone to common mistakes—even for seasoned investors. Here's help to get it right.