You are asking the right question! It is often an overwhelming challenge to know where to look and where to search for a credible and appropriately skilled advisor.
A QCD is a way to get an even higher tax break if you are a giver and age 70½.
To save money on taxes, make your
Everyone needs an estate plan, and everyone has one, even if it is the default plan created by the state he or she lives. Each state has its own rules to determine what happens to someone's stuff once they pass away. If you don't want the state to choose what happens to your assets when you pass then, you do not stick with the Default Estate Plan. Below are more details about the different estate types and trusts. Our goal is to keep these insights simple so you can follow along.