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. ...
20 Jan Avoiding red flags when you donate stuff to charity
Before you take a deduction for donating household goods, be sure to follow IRS guidelines. ...
13 Jan Squabble between sisters brewing over sale of inherited home
Sisters with different goals inherit a home....
13 Jan Sending your Required Minimum Distribution (RMD) directly to charity
You may be able to save tax dollars by donating your Required Minimum Distribution (RMD) directly to charity. ...
08 Jan Gifting assets to lower estate tax burden
Gifting money before you die can be a great way to lower estate taxes, but the move isn't without consequences. ...
06 Jan Use a team of experts to create your estate plan
When you're planning for estate taxes, you'll benefit from a team of money pros. ...
05 Jan My mom died and I’m managing her estate. Now what?
If you're the executor of an estate, you need to understand estate and inheritance tax rules....