Who Pays the Capital Gains Tax on Sale of Property in Trust?
Making improvements after a parent's death: tax advantage or not?
Estate Planning
Ask Tom: What happens to your money if you live to 95?
It takes more than ever to grow a steady paycheck for life. Is one method more dependable than another?
Your Will Covers Your House. Does It Cover Your Email?
Included: a downloadable worksheet to help you get started
Ask Tom: Why is retirement planning more about income than savings today?
Do you know the first thing you need to do to make a trust work?
What Happens to Your Online Life When You Die?
More than you think — and your family may pay the price
Ask Harry: Will Adding Beneficiaries to My Accounts Protect Them from Medicaid Estate Recovery?
Do you know the first thing you need to do to make a trust work?
What to Say When You Don’t Know What to Say: A Family Guide to End-of-Life Conversations
When everyone is running on vending machine coffee and fear is not the time to start a conversation
Giving With Purpose: How Seniors Can Donate Wisely
Year-end generosity can feel meaningful — or manipulative. Here’s how to tell the difference.
Protect What You’ve Built — Before It’s Too Late
How seniors can safeguard savings, prevent court battles, and stay in control through smart estate and asset planning.