Should you make charitable gifts in 2025 or 2026? December 28, 2025 at 5:01 a.m. It's the season of giving, but that doesn’t mean you can’t be tax savvy about your giving.
Don’t leave your financial mess behind November 23, 2025 at 5:01 a.m. You wouldn’t leave your dog’s mess behind, so don’t leave a mess of your own.
When money buys you unhappiness October 25, 2025 at 5:01 a.m. Certain actions people take in their wills or trusts will likely cause unhappiness among heirs and beneficiaries.
How do you plan your estate when you have no family? September 28, 2025 at 5:01 a.m. If your trust assets are not particularly valuable or complicated, a trusted friend may be a suitable trustee.
If estate taxes won’t apply, why should you have a trust? August 31, 2025 at 5:01 a.m. Only 4,000 estate tax returns were filed in 2023 showing an estate tax due, according to the Tax Policy Center.
Should your estate plan include your grandkids? August 3, 2025 at 5:00 a.m. If you have a well drafted living trust, it likely included your grandchildren before their birth.
So you want to form a nonprofit. Is it the right thing to do? July 6, 2025 at 5:01 a.m. You might save yourself some heartache by supporting existing organizations or creating a donor advised fund.
Should you tell your kids about your estate? June 8, 2025 at 5:02 a.m. Regardless of your child’s age or the size of your estate, there comes a time when someone will need to know the details of your estate plan.
Have your legal documents kept up with life changes? May 11, 2025 at 5:09 a.m. If you’re returning to the workplace, it’s time to review estate documents and a few other items as well.
Why taking a title on property is not as simple as you think April 13, 2025 at 5:03 a.m. How you take title to your home will dictate your rights and obligations and, quite possibly, will affect your loved ones’ property ownership rights.