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News
Being an Executor is a Thankless Job: Here's How to Do It Well Anyway
9+ mon, 1+ day ago (1206+ words) As executor, there are key tasks you must perform after the estate owner passes, according to a blog...
Backdoor Roth IRAs: Help Your Kids Keep More of Their Inheritance
10+ mon, 3+ week ago (998+ words) Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too. The backdoor Roth IRA is typically touted as a workaround for the wealthy…...
When Checkout Charity Gets Uncomfortable — and Maybe Even Illegal
9+ mon, 2+ week ago (1151+ words) The practice of cashiers asking customers to 'round up' their total for charity can cross an ethical line because it can be perceived as pressuring people into making impulse donations without full disclosure about the benefiting organization. When was the…...
I Thought I Knew How to Handle My Parents' Estate. Then We Found the Snake.
1+ day, 1+ hour ago (824+ words) My parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned. When my mother turned 90, it was clear…...