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Leaving Your 401(k) to a Charity
In some cases, leaving your qualified retirement account to a charity and other assets to your heirs can save on taxes.
Gifting to Reduce Your Taxable Estate
Gifting is one of the many estate planning tools available.
Four Basic Estate Planning Documents
Estate planning is less overwhelming if you break it into four areas of focus.
Control Your Legacy with a Private Foundation
Private foundations can let you control your gifts, reduce taxes and impart your values to future generations.
Beware of State Taxes and Rising Fees on Estates
State taxes may affect your estate, even if federal taxes don’t.
Basics of Creating a Will
Wills are one of the most important and complex parts of estate planning.
