Category: Leaving a Legacy and Estate Planning
Estate Planning Essentials for Seniors in Assisted Living: Protecting Your Legacy
About the author: John is a passionate advocate for healthy living for people of all ages. He is a...
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Donor-Advised Funds Offer Flexibility When Giving to Charity
You Don’t Have to be a Rockefeller to Manage Your Own Private Charitable Account For generations,...
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5 Tasks Seniors Can Tackle During the COVID-19 Crisis
When this coronavirus crisis is over and life returns to something more akin to normal, we may...
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Learn How the SECURE Act Brings Changes for Retirement and Estate Planning
Update: In late 2022, Congress passed the Secure Act 2.0, with more revisions that impact the...
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Use Your IRA for Charitable Giving and Save on Taxes
It’s time to stop writing donation checks to your church, favorite university, and other...
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7 Reasons Why Just Writing a Will Isn’t Enough
When writing about wills, personal finance writers usually focus on the shocking fact that six out...
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