Have You Reviewed Your Will or Trust Lately?
If you or your heir’s marital status has changed, your Will or Trust may be outdated. Learn more in this Tax Tip.
Naming a Child as a Beneficiary
Should a minor child be named the beneficiary of an ERISA-governed retirement plan?
Filing Status for Surviving Spouse
The hosts of “Money Talks” discuss a listener’s question on which filing status is appropriate once your spouse has passed. The hosts cover the different options available and what qualifications you must meet for each option.
What will happen to my digital assets if I die or become incapacitated?
You can protect your digital assets by including them in your estate plan, just as you would your physical assets. Read more in this Financial Tip.
Don’t Overlook the Portability of a Deceased Spouse’s Unused Estate Tax Exemption
The portability of a deceased spouse’s unused estate tax exemption can greatly affect a surviving spouse’s estate taxes. Read all about it in this Tax Tip.
Estate Planning and Income Tax Basis
When gifting or transferring property during your lifetime or at your death, you may want to consider the tax basis. Learn more in this Financial Tip.
All in the Family: Transferring a Business to Your Children
Transferring your business interest to your children may incur gift and estate taxes. Careful planning can help. Learn more in this Business Tip.
Famous People Who Failed to Properly Plan
Learn from the mistakes of celebrities—estate planning is crucial and should not be a do-it-yourself project. Read more in this Financial Tip.
What is a payable on death (POD) account?
A payable on death bank account can be designated as payable on death to someone of your choice. Learn more in this Financial Tip.
Questions to ask Aging Parents
Hosts provide guidance on how to have “The Talk” with elderly parents about their future.