Discover the top 3 reasons to establish a will or trust this tax season. Learn how to secure your assets, minimize taxes, and ensure your wishes are honored.
Discover the top 3 reasons to establish a will or trust this tax season. Learn how to secure your assets, minimize taxes, and ensure your wishes are honored.
Explore the benefits of Charitable Remainder Trusts, including tax advantages, estate planning solutions, and support for charitable causes.
Probate is the legal process that occurs after an individual's death, involving the validation of their will and the administration of their estate. This procedure ensures that the deceased's assets are distributed according to their wishes and that all debts and taxes are settled. The executor, appointed either by the will or the court, plays a pivotal role in managing this process. Their duties include filing the will with the probate court, inventorying the estate's assets, notifying beneficiaries and creditors, settling outstanding debts, and distributing the remaining assets to the rightful heirs. Understanding the probate process is essential for executors and beneficiaries alike to navigate the complexities of estate administration effectively.
Learn about the public nature of wills, probate, and strategies to keep your estate plan private.
Understanding probate fees is crucial when settling an estate. Learn about the costs involved, including attorney fees, court charges, and more to navigate probate effectively.
Should You Ask Visitors for Their Email? The answer depends on what you’re offering in exchange. I recently explored a nonprofit’s planned giving website and came across an option to download an eBrochure. “Great!” I thought. “Time to do some homework on the competition.” I clicked the link and was immediately presented with a popup requesting my name and email address in exchange for the eBrochure. I obliged (with an alias, of course). And … I was promptly redirected to a generic eBrochure that was clearly available to anyone, anytime—no personal information needed. The Value Exchange: Give and Take Look, if I give away my personal information, I expect to get something valuable in return. And I strongly suspect I’m not the only person who feels this way. So here’s my rule: If you’re asking for personal information on your website, make it worth your visitors’ while. Let them know upfront
The next four years are yours to shape, no matter who's in office. Success isn't luck — it's mindset, action, and personal growth. Staying in your comfort zone, no matter how hard you work, won't get you ahead. Growth requires discomfort, risk, and learning new skills. Every top performer faces fear but uses it to grow stronger. Will you survive and hope someone else fixes your life or thrive by taking charge? Life isn’t a ballot box—no one else can vote for your success.
Discover how to make a charitable gift from your retirement account with these 10 powerful tips. Maximize tax benefits and leave a lasting legacy.
Ensure your pets are cared for even after you're gone with comprehensive estate planning. Discover steps, tips, and legal options to secure your furry friends' future.
Or: How to Stop Being Busy and Start Being Effective I Didn’t Invent These Ideas. I Just Paid Attention. Let’s get one thing straight: I didn’t come up with any of this. What you’re about to read wasn’t born in a brainstorming session, packaged as a productivity course, or whispered by a guru in Bali. I learned these habits by listening to people who’ve actually mastered getting things done — and filtering out the noise. This is not a beautifully structured literary piece. It’s a somewhat disorganized brain dump of what works for me — the systems, rules, and random truths I’ve picked up from experience (and from people much smarter than I am). Treat it like a buffet: take what works, leave what doesn’t, and don’t expect a perfect narrative arc. What matters is whether you walk away with something useful — not whether it wins a writing award.
Learn how to obtain power of attorney for a parent or loved one with this detailed guide on the steps, legal requirements, and best practices.
When most people think about philanthropy, they envision cash donations or planned giving from stocks. But what about real estate? For donors looking to make a lasting impact, Realty Gift Fund (RGF) is leading the way in transforming real estate assets into significant charitable contributions. Realty Gift Fund (RGF) is a qualified 501(c)(3) nonprofit organization, meaning it is a charitable organization that is eligible to receive tax-deductible donations; its primary focus is facilitating the donation of real estate to other non-profit organizations. We sat down with Jay Grab, one of RGF’s experts, to discuss how the organization simplifies these complex transactions and amplifies donors’ legacies.
Learn how to obtain a death certificate with this comprehensive guide. Understand the requirements, steps, and uses of a death certificate to simplify the process during a difficult time.
Understanding property transfer without a will and the intestate succession process.
Learn how to designate a beneficiary for your 401(k) account to ensure your retirement savings are seamlessly passed on to your loved ones as per your wishes.
Learn how to make charitable donations in your will and create a lasting legacy that supports the causes you care about.
When I was a kid, I had to write prompt, heartfelt thank-you notes to anyone who sent me a gift—even when it was my aunt who just passed away, who always sent me the same thing: a pair of Argyle dress socks. As Mom used to say, “They took the time to think about you and send you a gift. You can take the time to say thank you.”
Learn how to contest a will with our comprehensive guide. Understand the legal grounds, steps involved, and potential challenges in contesting a will successfully.
Learn how to choose a guardian in your estate plan to ensure your children’s future is secure. This comprehensive guide covers all aspects of selecting the right guardian.
Discover the cost of creating a will and explore six options from free online tools to hiring estate attorneys. Learn how to choose the best method for your needs and budget.
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Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.
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