Caring for Your Finances if You're Suddenly Single

If you find yourself suddenly single, you might have to make major financial decisions. Read this article to learn how to manage your finances during the transition.

Should You Start Giving Money to Your Heirs Now or Leave a Bequest?

Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.

How to Protect Your Finances as You Age

An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

Selecting a Trust to Suit Your Needs

There are nearly as many types of trusts as there are individual circumstances.

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.

Estate Planning for Low Interest Rates

The three estate planning strategies that can benefit from low interest rates.

9 Things Every Retired Person Should Do

The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.

Family Loans: Should You Lend It or Give It Away?

Be sure you know what you're getting into before you agree to a family loan.

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.