What are the Benefits of a Donor Advised Fund?

Funded with cash or other assets, donor-advised funds give charitably minded investors control of...

Should I Pass a Certificate of Deposit in My Will?

Is there a Certificate of Deposit for a husband and wife where if one passes away, the CD is not...

I understand that most people don’t need a living trust because probate is simple in the state, but...

Planning for the death of a spouse is difficult and painful. It involves conversations that we...

The unprecedented quarantines to protect against the spread of the novel coronavirus have made many...

Although there is considerable legal information and misinformation, it is generally understood...

If you have been thinking about making large gifts to take advantage of the current $11,700,000...

Taking out a funeral plan does not only have cost benefits but can also ease some of the emotional...

If you’re in a blended family, you’re already aware of the emotional and financial issues involved...

Many baby boomers may hesitate to discuss money with their children, but the reality is that a...