Estate Planning

We examine the ongoing fees and underlying investment options for the biggest donor-advised fund in the U.S.

It’s arguably the best donor-advised fund affiliated with an asset-management firm for donors who plan to maintain higher account balances.

Here’s how income taxes hit an IRA that is payable to a trust when the owner dies.

Follow these steps to tackle this daunting task.

Award-winning personal finance journalist tells you what you need to know about planning for late-in-life expenses.

The personal finance journalist and author discusses the importance of communicating with older adults about estate planning, long-term care, and the dangers of financial fraud.

The results are in: The best and worst new ETFs of 2021 list is live.

Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.

Charitable giving offers valuable tax breaks, but it's also worth checking up on a charity's effectiveness.

A noted researcher discusses the factors that contribute to--and detract from--longevity.

A quick start guide simplifies planning choices for clients’ retirement benefits.

Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.

As this strategy becomes more commonplace, so do questions about how to execute it.