Latest
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Do You Have to Take Money Out of Your Inherited IRA?
A reprieve for adult children and other non-spouse beneficiaries of inherited IRAs will end in 2025.
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Gift and Estate Tax vs Capital Gains Tax: Which Is Less?
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed.
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How to Use 'Giving While Living' In Estate Planning
If you want to give an inheritance while you're alive, there are many points to think through, including what you can afford and what the rules are around giving.
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Want to Move to Portugal? What to Consider Financially
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical.
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The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
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What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?
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How to Plan Ahead After a Loved One's Dementia Diagnosis
Financial, medical and safety preparations can ease the burden for caregivers while ensuring your loved one receives their preferred care.
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Are Living Trusts Worth It? Pros and Cons
Living trusts can help manage your assets (and taxes) while you're alive and transfer them after you die, but they have disadvantages, as well as advantages.
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Can You Change an Irrevocable Trust? Yes, But Be Careful
When an irrevocable trust no longer makes sense, you're not stuck with it. You can modernize it, but you must follow the rules and consider the consequences.
