Even as you work through your grief, there are some important financial tasks to take care of along the way. Here is a framework to use as a starting point.
Nobody likes to think about their own mortality, and that's why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.
Signed into law on Friday, March 27, the CARES (Coronavirus Aid, Relief, and Economic Security) Act is the biggest economic stimulus package in U.S. history. Below are essential highlights for individuals and small businesses.
PODCAST: TOP ESTATE PLANNING MISTAKES TO AVOID Here is a link to a recent guest appearance on the Christian Financial Perspectives podcast (copied below as well). We cover some the of the basic estate planning mistakes we see people make and talk about how to avoid those mistakes. This podcast comes from the Top 10 […]
Giving appreciated stock shares, donating your RMDs and using charitable remainder trusts are just a few of the options you may not be aware of to help charities and your heirs at the same time.
The stretch IRA is dead and everyone (including me) is writing about how this is the apocalypse for IRA planning. Well, it isn’t. Let’s all take a deep breath.
“Don't panic” has been a common refrain from government leaders, public health professionals, and across social media from well-meaning people trying to keep everyone calm during the coronavirus pandemic.
