May 17 May 17 If charitable giving is part of your estate plan, consider a donor-advised fund CGO More: Estate Planning
May 10 May 10 Your original will: Does your family know where to locate it? CGO More: Estate Planning
Apr 12 Apr 12 What estate planning strategies are available for non-U.S. citizens? CGO More: Estate Planning
Mar 29 Mar 29 Apply for a waiver if you’ve missed the 60-day IRA rollover deadline CGO More: Estate Planning
Feb 15 Feb 15 Follow IRS rules to ensure you receive your charitable tax deductions CGO More: Estate Planning
Feb 1 Feb 1 If you made gifts last year, you may (or may not) need to file a gift tax return CGO More: Estate Planning
Jan 25 Jan 25 Life insurance can be a powerful estate planning tool for nontaxable estates CGO More: Estate Planning
Jan 11 Jan 11 Tax Cuts and Jobs Act expands appeal of 529 plans in estate planning CGO More: Estate Planning