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Estate Planning
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More on Estate Planning
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How Advisors Can Help Clients Benefit From Legacy IRAs
New rules offer a tax-advantaged way to meet charitable goals.
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How to Give to Charity and Save on Taxes
Tax-savvy charitable giving strategies involving donor-advised funds, appreciated stock, IRA donations, and more.
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Year-End Charitable-Giving Strategies
Tax- and retirement-planning expert Ed Slott delves into qualified charitable distributions and donating appreciated securities.
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A New Way to Achieve Charitable Goals While Saving on Taxes
How to roll over a legacy IRA to a charitable gift annuity.
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5 Money Mistakes to Avoid in Q4 2023
These year-end oversights can cost you.
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How I Handled an Unexpected Inheritance
A look at the steps my husband and I took when a death in the family brought about a surprise inheritance.
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How Fidelity’s Charitable Gift Fund Stacks Up
Examining the administrative fees and underlying investment options for the biggest donor-advised fund in the U.S.
Financial Planning for Disabilities and Special Needs: What to Know
Learn about housing, special needs trusts, legal implications, and more.
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Cindy Haddad: Financial Planning for People With Disabilities
The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.
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How to Tackle Estate-Planning Basics
Guess what? You’ve probably already started the process.
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How to Use Donor-Advised Funds to Support Sustainable Investment Goals
DAFs can be useful to support both charitable giving and clients’ values.
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How to Create and Implement a Charitable Giving Plan
Charitable giving can cut across all aspects of financial planning. Here’s how advisors can support clients’ giving goals.
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Afraid to Give Your Money Away?
Author Mike Piper shares his thoughts on barriers to giving when you have enough.
Mike Piper: Financial Considerations for People Who Have Enough
How having sufficient assets for one’s own lifetime affects decision-making for investments, charitable giving, estate planning, and taxes.
3 Notable Changes in Secure Act 2.0 for Advisors
Roth IRAs, charitable distributions, and 529 conversions deserve advisors’ attention.