What Is New?

Make a Tax-Free Gift With An IRA

IRA Charitable Rollover

If you are 70½ years old or older, you can take advantage of a simple way to benefit veterans and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as the VFW without having to pay... Read More

How to Donate Stock

With the stock market regularly breaking records at the closing bell, many of your investments are likely worth more today than what you originally paid for them. Time to sell? If you do, you might have to pay capital gains taxes. There’s a... Read More

4 Insider Tips From a Will Planning Attorney

Proper planning includes involving the right people. Here’s why an attorney is a vital partner in your will planning process. 1. I already have a will, so I’m all set, right? Not necessarily. Unlike antiques and wine, a will... Read More

Tribute Gifts: Your Search for the Perfect Gift Is Over

We all have one: a box in the attic or closet where we put gifts from loved ones that don’t quite match our needs or styles. It’s the “re-gift” stash. This year, you can make sure that your gifts to loved ones stay out of... Read More

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