31 Mar Avoiding a fight over my money when I’m dead
When you want an equal distribution of your assets, you need to be proactive. ...
Estate Planning
30 Mar Pros and cons of adding a child to your home’s deed
Before adding someone to a deed, consider gift taxes, estate taxes and Medicaid. ...
10 Mar Long-term planning for a disabled child
You can use a trust help care for a disabled or special needs child when you're gone. ...
03 Mar Leaving your estate to a baby
You can leave your estate to a baby, but be sure to do it the right way. ...
02 Mar Tax-smart gifting to a grandchild
How you gift assets -- and which assets you gift -- will have differing tax consequences....
13 Feb When a spouse won’t discuss estate planning
Without proper estate planning, your assets may not go where you want them to go upon your death. ...
02 Feb How to get Dad’s permission to help with his finances, and the needed legal docs
Broaching the topic of estate planning with elderly loved ones. ...
28 Jan Using a donor advised fund for charitable giving
A donor advised fund can be a great way to give to charity and help your tax and estate planning. ...