Washington News House Passes Single Higher Education Credit With a vote of 227-187, the House passed the Student and Family Tax Simplification Act (H.R. 3393).
How will you choose to allocate your accumulated wealth during the course of your lifetime? The decisions are complicated and very personal. Philanthropic giving can
Investors often concentrate on accumulating assets, but how much time and energy is spent on preserving those hard-earned assets for future generations? Not nearly enough.
If you’re like a lot of people, the idea of spending 10 or 15 minutes reading about the importance of life insurance may not seem
Your options in managing assets that you inherit from a loved one’s qualified retirement plan may depend on the type of retirement plan in question
You work hard all your life to make ends meet, and if possible, set aside money for people you care about. Developing an estate plan
When choosing the most advantageous charitable giving strategy, individuals must evaluate a number of factors, such as their need for current income, their desire to
If you’re like most people, you hold financial assets in a variety of different accounts and that could have a big effect on the wealth-transfer
Grandparents can help pay for a grandchild’s education by saving money in a taxable account and using the money for college-related bills, establishing a 529
Synopsis: The person selected as trustee of a trust may shape your intentions for years — or even decades — to come. The trustee is
