Category - Estate and Trusts

Is an Inheritance Taxable? NEW! Embrace the Season of Change: Estate Planning Tips for Fall Is a Living Trust Right for You? Try a Trust And to My Executor, I Leave My Passwords More Than Estate Taxes A Trust to Help Instill Positive Values in Children The Family Foundation: Sharing Wealth and Values A Roth IRA Can Be a Good Estate Planning Tool Single Parents Have Unique Estate Planning Needs How to Set Up a College Savings Plan for a Grandchild New Life Expectancy Tables for Calculating RMDs Saving for a Child's Future Mentoring the Next Generation to Take Over the Family Business Estate Planning After Remarriage Three Tax-Friendly Strategies for Charitable Giving Does Your Estate Plan Consider Income Taxes? An Executor's Tax Responsibilities Trusts: Another Corner of Your Estate Plan Staying on Top of Digital Assets Take the Pulse of Your Estate Plan Gifts and Taxes: A Tutorial Trusts - Many Types, Many Options Life Insurance - Avoiding Taxes on the Proceeds Are Trusts Just for the Ultra Wealthy? A Roth IRA - Benefits for Your Beneficiaries