Estate planning is key to protecting your assets and ensuring a smooth transition to your heirs. Watch for crucial do's and ...

The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act), was originally signed into law on December 20, 2019.

The 2025 tax deadline is months away, but careful planning now could help get you more money back from the IRS.

Agents who choose to participate in the new Compass Plus program will be required to receive a special certification through ...

While 97% of the respondents to Schwab's survey said they intended to give away, donate or pass on money and assets, only 57% had a will, and only 18% had something they described as an estate plan, ...

Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can ...

As we near the end of the year, we’re taking a look back at 2024’s 11 Top Coach columnists and offering one key tip or suggestion from each.

That’s why I consider it to be one of the central planks of personal finance planning.' We round up 10 tips ... s best to ...

In an announcement about a new round of charitable giving, billionaire Warren Buffett passed along some wisdom about estate planning that could prove just as valuable as his investing advice.

According to the Center for Retirement Research’s National Retirement Risk Index, 39% of today’s working-age households will ...

Estate planning can be complicated at the best of times, but when you do not have family members to name in your powers of attorney or will, you should consider a trust company. Keep in mind that ...