estate planning
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Should a Donor-Advised Fund Be Part of Your Estate Plan?
A donor-advised fund, or DAF, lets the donor reap tax benefits while also being able to direct how the money is distributed and invested.By Tracy Craig, Fellow, ACTEC, AEP® Published
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How Quitclaim Deeds Can Cause Estate Planning Catastrophes
A lot can go wrong (including inadvertent law-breaking) if you choose to go the easy route rather than using a trust to transfer real estate to your child.By Rustin Diehl, JD, LLM Published
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Put an Estate Plan in Place
Financial Planning When putting an estate plan in place, start with the basics, like creating a will.
By Janet Bodnar Last updated
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Six Estate Planning Mistakes Celebrities Made
estate planning As if dying isn't bad enough, imagine your ex (your no-good, lying, cheating ex!) rolling in all the money you left behind.
By Kaitlin Pitsker Last updated
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Digital Estate Planning Guide: Get Your Digital Assets in Order
A digital estate plan lets your loved ones know what should happen to your email and social media accounts, photos and more after you’re gone.By Justin Stivers, Esq. Published
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What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?By Adam Shell Last updated
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10 Good Reasons to Revisit Your Will
Life changes often, so taking a good look at your will every three to five years can ensure everything from beneficiaries to changes in the law are up to date.By Stefan Greenberg, CFP®, CFS, CLTC Published
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How Estate Planning Can Thwart the ‘Third-Generation Curse’
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth.By Nicole Jackson-Leslie, JD, 21/64 Certified Advisor Published
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Wealth Transfer and Strategic Gifting Opportunities for 2024
Inflation adjustments to the gift and estate tax exemptions, along with the pending sunset of some tax cuts, make 2024 the year to dig into transfer strategies.By David Weinstock, CFP®, AEP®, CPA Published