Estate Planning
More on Estate Planning
Charitable Giving Strategies
Give to Loved Ones and Charity During Your Lifetime or After
3 Charitable-Giving Strategies That Can Also Improve Your Portfolio
Late in the bull market, appreciated assets can be ripe for the picking by the charitably inclined.
Estate Planning: More Than a Bunch of Documents
Communicate early and often with your family about what to expect after you’re gone.
Ed Slott: Act Now on Historically Low Tax Rates
The tax- and retirement-planning expert discusses SECURE and CARES Act implications for charitable giving and estate planning, the pause on RMDs, and why 2020 is shaping up as an ideal year for Roth conversions.
A Checklist for Retirement Cash Flows
Maximizing nonportfolio sources of income can reduce demands on your portfolio.
Crisis Makes Estate Planning More Urgent
How Charitable Giving Is Changing in 2020
As the need for charitable gifts grows, the CARES Act ushers in changes affecting retirees, non-itemizers, and heavy givers.
How Charitable Giving Can Improve Your Portfolio
Multiple Beneficiaries and the Year of Death RMD
Contributor Natalie Choate navigates through the complexities.
7 Ways to Fix Wrong or Missing Beneficiary Designations
Contributor Natalie Choate explains what to do when a decedent names the wrong (or no) beneficiary on retirement accounts.
Helping Clients Manage Their Digital Estate Plans
Advisors can play the "quarterback" role in helping clients manage and implement their digital estate plans once a legal estate plan is in place.
2 Estate-Planning Tools That Singles Should Consider
Consider setting up a living will and a durable power of attorney for healthcare.
Get Your Estate Plan in Gear
Don't put off this important piece of the financial-planning process.
Do You Have a Plan for Your Digital 'Estate'?
Transferring digital assets is an increasingly important aspect of the estate-planning process.
How to Create a Durable Estate Plan
Thorny Issues When Leaving IRA to Trust for Young Children
Why do back flips to qualify for a life expectancy payout that may soon cease to exist?
Consider These Options Before Gifting to Graduates
Can Retirement Plan Benefits Be Transferred After the Owner's Death?
Beneficiaries inheriting IRAs generally have more flexibility than those inheriting qualified plans.
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