Using a Donor-Advised Fund May Be a Way to Get a Charitable Tax Break Under the New Tax Law
Donor-advised funds are a growing trend in giving that may get more popular due to the new tax law.
How to Deal With Student Loan Debt as You Age
The number of older Americans with student loan debt – either theirs or someone else’s -- is growing. Sadly, learning how to deal with this debt is now a fact of life for many seniors heading [...]
So, You've Been Appointed Trustee of a Trust? Here Are 9 Do's and 1 Don't
Whether it's an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60
If you are over age 60 and you haven't changed your estate plan in many decades, it's almost certain that you need to update your documents and start reviewing them every [...]
A Tax Break to Help Working Caregivers Pay for Day Care
Paying for day care is one of the biggest expenses faced by working adults with young children, a dependent parent, or a child with a disability, but there is a tax credit available to help [...]