Why You Might Want to Create a Donor-Advised Fund
A DAF can be a great way to give, with potentially great tax breaks.11.15.18 Estate and Insurance
Including Digital Assets in Your Estate Plan
What should you know? What should your executor know?10.21.18 Education Planning
Should You Leave Your IRA to a Child?
What you should know about naming a minor as an IRA beneficiary.10.21.18 Estate and Insurance
The Importance of Equitable Estate Planning
Have you considered the factors that may promote inequality in wealth transfer?10.21.18 Estate and Insurance
Minimizing Probate When Setting Up Your Estate
What can you do to lessen its impact for your heirs?10.02.18 Estate and Insurance
Getting Your Personal Finances in Shape for 2019
Now is a good time to assess where you stand and where you could be.09.11.18 Education Planning
Leaving a Legacy to Your Grandkids
Now is the time to explore the possibilities.07.31.18 Estate and Insurance
Do You Know Who Your Beneficiaries Are?
Why you should periodically review beneficiary designations.06.15.18 Estate and Insurance
How Much Do You Really Know About Long-Term Care?
Separating some eldercare facts from some eldercare myths.05.18.18