Estate Planning

Consider these ideas as the year winds down.

Check off these tasks now and you’ll start 2025 on the right financial foot.

And why we might drag our feet over some of the most important financial decisions.

The influential personal finance journalist reflects on his recent cancer diagnosis, what he wants his legacy to be, and the two things that have brought him the most joy.

Your heirs will be thankful to have a plan for your estate when you are gone.

Making sense of what’s new in 2024.

Follow these 10 rules for qualified charitable distributions.

These maneuvers may even improve your portfolio.

New rules offer a tax-advantaged way to meet charitable goals.

Tax-savvy charitable giving strategies involving donor-advised funds, appreciated stock, IRA donations, and more.

Tax- and retirement-planning expert Ed Slott delves into qualified charitable distributions and donating appreciated securities.

How to roll over a legacy IRA to a charitable gift annuity.

These year-end oversights can cost you.

Examining the administrative fees and underlying investment options for the biggest donor-advised fund in the U.S.

The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.

DAFs can be useful to support both charitable giving and clients’ values.

Charitable giving can cut across all aspects of financial planning. Here’s how advisors can support clients’ giving goals.

Author Mike Piper shares his thoughts on barriers to giving when you have enough.

How having sufficient assets for one’s own lifetime affects decision-making for investments, charitable giving, estate planning, and taxes.

Representation and cultural competency are critical to the advisor/investor relationship.