Revisiting your estate plan should be high on the list of items to cross off your to-do list before the end of the year. Here's why.
Author Joel Fleishman shares expert insight into how you can make more of an impact with your charitable investments for the causes that matter most to you.
In Part II of our educational series on estate planning, discover the advantages and disadvantages of using a revocable living trust.
For National Estate Planning Awareness Week, we breakdown the basics and review the concepts related to estate planning, including wills and probate.
Is there an investment vehicle that could experience both accumulations and distributions tax-free? Yes, that investment vehicle is a Roth IRA.
It is estimated that up to 70% of financial windfalls are lost within a few years. Here are some of the common factors that can lead to this.
Transferring your family-owned business can be a challenging process. Here are 5 succession planning questions every family business owner must consider.
Most married couples agree that communication is key to a healthy relationship — especially with finances. Here's how to initiate the “money talk”.
529A ABLE accounts have been a breakthrough planning tool for families with special needs. Here's a quick overview of the inner workings of this account.
What are some strategies parents can use to help fund their child's college education — a college degree is becoming more expensive than ever.