Estate
CONTENT WITH Estate
How Can I Invest for a Child with Special Needs?
How can you save and invest for a child with special needs without losing public benefits? Consider a 529 ABLE account.
Do You Need to Appoint a New Family CFO?
How to ensure a smooth transition when your family’s chief financial officer is no longer able to serve.
3 Ways to Pass Down a Home
The pros and cons of different methods for leaving a home to your heirs.
The Estate Tax and Lifetime Gifting
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
Should You Add Life Insurance to Your Estate Plan?
Adding life insurance to your estate plan can help give your heirs flexibility in the future.
How to Manage a Windfall
Three tips for incorporating a large influx of assets into your financial plan.
SLAT Trusts: An Estate Planning Strategy for Couples
A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.
Financial Considerations of Moving Abroad
More and more Americans are establishing second homes abroad. Here’s how to prepare your finances before making the move.
5 Tips for Talking to Aging Parents About Their Finances
Aging parents face unique challenges. Here’s how to talk to them about their finances.
5 Steps to Make the Most of Your Charitable Giving
When it comes to charitable giving, the way you give can be even more important than how much you give.
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