Wills and estate planning
Inheritance tax vs estate tax
Even after we're gone, our loved ones may have to pay taxes on the hard-earned money we left them. Or do they? Learn about inheritance and estate taxes.
Helpful estate planning tips for newlywed seniors
As a senior adult planning a trip down the aisle, it's important to understand the value of creating an estate plan that ultimately fulfills your wishes and obligations.
Gifting your life insurance policy to charity
Naming a charity as beneficiary of your life insurance is an ideal way to help out the causes you care about most and leave a financial legacy to ensure their good work continues.
Estate planning basics: Updating your last will and testament
You basically have three choices when making changes to your Last Will and Testament: create a new will, make a codicil to your will, or simply alter your existing will.
How to build an "in case of death binder"
Death isn't a topic most people want to spend their free time thinking about. However, planning can help you do everything you can to ensure your loved ones are not left scrambling after you pass away.
Common types of trusts
Trusts don't have to be confusing. Read more to learn about common types of trusts and how they can fit into your financial plan.
Estate planning basics: Leaving a gift of charity after you're gone
Learn about the different ways you can leave a meaningful gift to a charity or other non-profit organization in your last will and testament, ensuring their good work will continue long after you're gone.