Encore! Charitable IRA Legislation Passed
The charitable IRA legislation is back for a repeat performance—don't miss this second-chance opportunity to make tax-free gifts from your IRA! More

How to Find an Attorney or Financial Planner
Attorneys and financial planners are often helpful in planning your estate. The right person (or persons) will need to have a grasp on finances, investments, tax planning and legal issues, and an understanding of the emotional challenges of planning for the distribution of your wealth. More

End-of-Year Planning Checklist
As the end of the year rolls closer, review this estate planning checklist of actions. If necessary, make appointments with your professional advisors. More

A Financial Quiz for Couples
Successfully sharing money with another person doesn’t happen automatically. Whether you are recently married for the first time, remarried or have been together for many years, it’s important to have compatible answers to these important questions. More