Financial Planning’s recent article, “Save clients from tax pitfalls, family strife when passing on that lake cabin,” says that a parents’ well-meaning bequest could wind
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Advice for Blended Families and Estate Planning
Did you know that about 1,300 new stepfamilies are created every day? That’s from the Stepfamily Foundation, and the Pew Research Center says 41% of
Trimming Taxes for Retirees
“For now, trimming your tax tab is up to you, not the men and women in Washington who write the tax law.”
Here’s What an Estate Plan Can Do for You
"It’s common for people to consider how they will eventually like their assets to be distributed among loved ones and ministry organizations. But perhaps you
Hold Up on the Retirement Celebration until You Cross These off the List
“Months before you walk away, gold watch in hand, there some steps to take to maximize your benefits, take care of taxes and pave the
Playing with Fire? Having an Annuity in Your Traditional IRA
“If your IRA holds an annuity, you may or may not have to include its value when figuring your required minimum distribution.”
You’ve got a Will. That’s great… Now, where is it?
“Many Americans die without telling their family members where to find their wills or how their estates will be divided and why, according to a
How to Build, Protect and Enhance Your Wealth throughout Your Life
“Save early and often. The sooner you start to save, the easier it will be to amass a comfortable nest egg -- thanks to the
Learn More about Deferred Charitable Gift Annuities
“For those who would like to leave a legacy and include a gift to charity in their estate plan, a Deferred Charitable Gift Annuity is
How is Life Insurance Taxed in an Estate?
“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”
A Look at Target-Date Funds as You near Retirement
“They may not make sense once you're past the target date.”
You Can’t Take It with You, but Dying Isn’t Cheap
“Funerals cost $6,000 and up, but planning can help you cut the big expenses.” No one likes to talk about death, because it's considered taboo.
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