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Before naming a trust as the beneficiary of an IRA, consider the pros, cons, and complexities of doing so. Trusts can provide control over your assets after death, but with a cost and legal complexities.

Relationships change over the years, and you may have forgotten to review your beneficiaries in light of new planning goals. A periodic review will help keep your beneficiary designations in alignment with your overall estate planning goals.

At the end of 2025, the tax provisions within the The Tax Cuts & Jobs Act of 2017 sunsets. What do you need to do to prepare for this eventuality?

Protect your collection with an effective estate plan. Don't let your prized possessions become a burden to your heirs. Make a plan today!

Digital estate planning gives your family access valuable assets and preserves keepsakes after you pass away or become incapacitated.

Grandpa Moneybags teaches a lesson about financial organization. Then he helps his daughters prepare for their financial future.

Spring is a great time to get your financial house in order. Here is a cleaning checklist to help you feel financially tidy.

More than 7,500 people died in the United States yesterday and what if you had been one of them? Are you ready to die?