The Benefits of Estate Planning in Your Prime

Three elements of estate planning that can benefit from early action.

New Savings and Gifting Limits for 2022

How new contribution and exemption limits can help further reduce your taxes.

Retiring Single: 5 Questions to Help You Plan

If you're a single retiree, you face special considerations for everything from saving enough to planning for incapacity. These five questions will help you get ahead of any potential challenges.

How Can I Invest for a Child with Special Needs?

How can you save and invest for a child with special needs without losing public benefits? Consider a 529 ABLE account.

Do You Need to Appoint a New Family CFO?

How to ensure a smooth transition when your family's chief financial officer is no longer able to serve.

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

How Can You Stop Procrastinating and Create an Estate Plan?

Estate plans aren't just for the wealthy. So why do people tend to procrastinate making one?

SLAT Trusts: An Estate Planning Strategy for Couples

A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.

Should You Add Life Insurance to Your Estate Plan?

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

5 Tips for Talking to Aging Parents About Their Finances

Aging parents face unique challenges. Here's how to talk to them about their finances.