Is an Irrevocable Life Insurance Trust Right for You?
Photo Smoothies/ShutterstockAn irrevocable life insurance trust (ILIT) can allow affluent individuals to pass on wealth to heirs while keeping it…
All You Need to Know About the Estate Tax
The ‘death tax’ sounds scary, but high exemptions and smart planning mean it rarely applies.dee karen/Shutterstock1/29/2026|Updated: 1/29/2026You’ve heard that the…
Retirement-Planning Do’s and Don’ts If You’re in Your 50s
William Potter/ShutterstockIf you’re in your 50s, you’re probably looking forward to retirement. Your careful saving and planning have probably helped…
The Right Investments for Retirees
If you’re in or near retirement, you may need to make some changes or additions to your portfolio. At this…
4 Tax Strategies for High Earners Nearing Retirement
After spending decades on the grind and saving, you’re almost at the finish line. You can see yourself enjoying sunny…
Revocable Trust or Irrevocable Trust: Which Is Right for You?
Impact Photography/ShutterstockTrusts can be essential tools of any estate-planning strategy. You can transfer all sorts of assets like cash and…
The Best Tax Moves to Make Before You Retire
Shifting gears into retirement can be a rewarding time. All the years of hard work and saving are really about…
Understanding Financial Planning in a Divorce
Going through a divorce can be an emotionally draining situation. But it also can be a financially draining one. Therefore…
New Year Retirement Tips
Drazen Zigic/ShutterstockRinging in the new year is a time for celebration with loved ones and for reflecting. But before you…
How to Benefit From Charity Trusts
For many, the holidays are a time for giving. But you can donate to your most valuable causes year-round while…
How to Structure Your Estate So Your Heirs Avoid a Financial Headache
Andrey_Popov/ShutterstockWhen you leave this earth, you want to make sure your loved ones are taken care of and that you…
What You Need to Know About Gifting Trusts
It always feels good to give to those you love. But gifting large amounts may raise some unintended tax consequences.…