Losing a loved one can be difficult. Despite the emotional trauma involved, you may also be responsible for handling things you have not done before. We walk you through a list of financial, legal, and administrative tasks to consider.
The “Money Talks” hosts review the important estate planning documents everyone should have in order.
If you would like to make a substantial tax-deductible charitable donation this year, but have the ability to spread the actual distribution of funds to specific charities over a number of years, a donor-advised fund (DAF) may fill that need. We explain in this week’s Tax Tip.
Private family foundations are typically founded by high net worth individuals and families who want to maintain a high degree of control over their charitable legacies, and are willing to assume significant costs and responsibilities, and adhere to strict rules and requirements. Learn more about them in this week’s Financial Tip.
The “Money Talks” hosts take a closer look at the SECURE Act that is making its way through Congress, and what it may mean for the beneficiaries of your IRAs.
The “Money Talks” hosts discuss the trend of “elder orphans,” seniors who have no close relatives or children to care for them in their final years.