Give It Up: 4 Tips To Teach Your Kids The Value Of Charity
By: Neale Godfrey - November 08, 2017
You can’t discuss handling money responsibly without discussing the concept of giving. Charitable giving is a subject close to my heart and something I have emphasized to my children since they were young.
Want to make that inherited Roth IRA last longer? Here’s how
By: Dan Moisand - November 06, 2017
When inheriting an IRA, Roth IRA or other retirement account, it can be tempting to cash out. In many cases, taking advantage of the provisions in current law to “stretch” the account would lower the tax bill and the usefulness of the funds.
A Trust Might Be Just What You Need, Even If You're An NBA Player
By: Mark Eghrari - November 03, 2017
If you hear the words “Irrevocable Trust,” you probably think of an estate planning tool designed to protect assets from inheritance tax. Or maybe to protect assets for Medicaid planning purposes. But Trusts can be used in a surprising variety of ways, especially during your lifetime.