Estate Planning
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4 Financial Worries to Cross Off Your List
Some concerns belong in the ‘unlikely to happen/deal with it when it actually does’ bin.
4 Financial Tasks You Shouldn’t Put Off
How to make sure these common financial ‘pain points’ don’t imperil your plan.
3 Big Questions to Ask Your Aging Parents
Talk to them about finances, estate planning, and living arrangements.
5 Smart Ways to Use Your Tax Refund
These strategies can turn your tax refund into lasting financial progress.
Why Age 75 Is a Turning Point for Retirement Housing Decisions
Understanding cost, care, and complexity when deciding where to age.
The IRA Decision That Affects Your Kids
How your spouse handles an inherited IRA can shorten—or extend—your children’s tax-deferred growth.
Harry Margolis: How to Confront Aging Challenges Head-On
An eldercare attorney discusses how older adults can navigate estate-planning decisions, common misconceptions about long-term care, and why age 75 is a prime time to reassess housing choices.
How QCDs Work and When They Make Sense
Everything retirees need to know about qualified charitable distributions, especially in terms of taxes and RMDs.
Your Loved Ones Will Inherit a Lot From You—Including Your Facebook
Three simple steps to get your digital affairs in order and leave your loved ones only what you want them to remember.
Sally Balch Hurme: Getting Your Affairs in Order as You Get Older
The author of ‘Checklist for My Family’ on how to organize personal, financial, and legal information for your loved ones.
How to Name a Charity as Your IRA Beneficiary
Follow these tips to maximize your charitable legacy and minimize taxes.
The Best Retirement Strategies for Leaving Money Behind
Three retirement withdrawal strategies to consider if your goal is to maximize bequests.
5 Smart New Year’s Resolutions for the Purposeful Investor: Optimize, Don’t Just Accumulate
As 2026 begins, shift your focus from saving to fine-tuning.
What You Need to Know Before Making Financial Gifts
Whether you’re giving cash or investments, be aware of the logistics and tax implications.
6 Reasons Why Tax-Gain Harvesting Is Your Most Proactive Planning Strategy
Capital gains realization reduces future tax liability and maximizes client wealth.
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