How IRS Layoffs May Affect Your Taxes and Estate Planning
As the Internal Revenue Service (IRS) faces workforce reductions under the Trump administration, experts say the cuts could strain the agency's capacity to fulfill its primary functions.
Charitable Remainder Trusts: “Test-Drive” Charitable Giving
Charitable remainder trusts (CRTs) allow donors to provide for themselves and their loved ones while supporting a charity, offering the opportunity to "test-drive" a charity before making a long-term commitment.
How Estate Plans Can Help Family Members Avoid Legal Battles
There are so many ways that family problems can become legal problems when a loved one needs end-of-life care or passes away, leaving an inheritance.
Home Safety for Aging in Place: A Guide for Older Adults
Aging in place safely can involve making modifications to ensure well-being, comfort, and accessibility for older adults. Check out some practical tips to create a safer living environment for aging loved ones.
What Is a Last Will and Testament, and Do I Need One?
Although a will is one of the most common estate planning tools available, many are often unsure of what it is or what it does. Learn more about why you should have one.
Spring Cleaning for Your Estate Plan: Review and Revise
Creating an estate plan is not a one-time task. As your life changes, so should your estate plan.
Wealth Building With Cryptocurrency: A Generational Divide
Cryptocurrencies are generally considered a risky option for investing money, especially for older Americans who are in or close to retirement. But millennials and Gen Z consider them a risk worth taking.
Green Burials, Eternal Reefs, and Your Estate Plan
From traditional burials rooted in religious customs to emerging eco-friendly methods, the journey of how we handle the deceased offers a fascinating glimpse into our society's evolving relationship with death.
Protecting Your Parents’ Assets From Nursing Home Costs
With the exorbitant cost of nursing home care, many families worry about depleting their loved ones’ life savings to pay for the care they need.
Per Stirpes vs Per Capita: What Do These Mean in a Will?
When creating an estate plan, the main decision is how your assets will be distributed after you pass away. Understanding "per stirpes" and "per capita" distribution is key to that decision.