Journal

Estate & Legacy

Wills, trusts, beneficiary designations, gifting, and protecting your heirs.

All Retirement Taxes Investing Estate Life Events Business

Charitable Remainder Trusts: Turning an Appreciated Asset Into Income, a Deduction, and a Gift

A charitable remainder trust can convert appreciated stock or property into years of income, an upfront tax deduction, and a future gift — without triggering capital gains all at once.

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The Inherited IRA Rules That Catch Non-Spouse Beneficiaries Off Guard

The SECURE Act changed how non-spouse beneficiaries handle inherited IRAs. Here's how the 10-year rule works, who still gets to stretch, and how to avoid a tax surprise.

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The Basics of Wills, Trusts, and Beneficiary Designations

Wills, trusts, and beneficiary designations are essential tools for protecting your assets, simplifying your estate, and ensuring your wishes are honored

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Difference Between a Donor-Advised Fund and a Private Foundation?

Should I use a Donor-Advised Fund (DAF) or start a Private Foundation?

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What Is Estate Planning and Why Do You Need It?

Estate planning is about more than just writing a will—it’s about ensuring that your assets, legacy, and loved ones are protected when you’re no longer around

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Understanding Life Insurance: Term vs. Whole Life

When it comes to protecting your loved ones and securing your financial future, life insurance is a vital piece of the puzzle

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Long-Term Care Insurance: Who Needs It and How It Works

As life expectancy continues to increase, so does the need for long-term care planning

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How to Prepare for Estate Taxes and Protect Your Heirs

Estate planning isn’t just about who gets what—it’s also about ensuring your loved ones aren’t burdened with unnecessary taxes or complications after you’re gone

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