Estate and Insurance

A DAF can be a great way to give, with potentially great tax breaks.

What should you know? What should your executor know?

What you should know about naming a minor as an IRA beneficiary.

Have you considered the factors that may promote inequality in wealth transfer?

What can you do to lessen its impact for your heirs?

Now is a good time to assess where you stand and where you could be.

Now is the time to explore the possibilities.

Why you should periodically review beneficiary designations.

Separating some eldercare facts from some eldercare myths.