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Qualified Charitable Distributions for RMDs

Qualified Charitable Distributions for RMDs

Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI). Using a QCD strategy, one can transfer a portion or all...
Why Caregivers Should Care About Estate Planning

Why Caregivers Should Care About Estate Planning

More than half of Americans don’t have a will, even though most agree that wills are a good idea. For caregivers, planning ahead for their unexpected death is even more critical since the people who depend on their services will likely still need help. A focus...
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