Tax Resources
Find trusted articles and guides to help you make smart tax decisions in retirement and beyond.
Whether you’re planning charitable giving, managing IRA withdrawals, or aiming to avoid costly surprises, these resources are especially helpful for retirees, widows, and those preparing for retirement.
Tax Resources Library
5 Tax Gotchas in Retirement
Learn about the most common tax pitfalls in retirement, including RMDs, Social Security taxes, and the “widow’s penalty.”
Learn More5 Year-End Strategies for Charitable Giving
Discover ways to give to charity that can also help you save on taxes—from gifting securities to using donor-advised funds.
Learn MoreThe 99% Rule for Spousal Beneficiaries of IRAs
A must-know rule for surviving spouses inheriting IRAs—understand your options to avoid surprises and penalties.
Learn MoreCharitable Gifting Through Community Foundations
Explore how community foundations can amplify your charitable impact while providing meaningful tax benefits.
Learn MoreFamous Estate Planning Blunders
Learn from well-known mistakes to avoid common pitfalls in your own estate planning.
Learn MoreFinancial Planning For The Generations
Strategies for building and preserving wealth to support children, grandchildren, and beyond.
Learn MoreIntergenerational Transfers: Helping Adult Children
Tips for transferring wealth while maintaining family harmony and financial stability.
Learn MoreLast Will & Testament: Add a Letter Covering These 14 Wishes
Ensure your final wishes are clear and comprehensive with this practical checklist.
Learn MoreNo-Regrets Lessons From A Man At Death's Door
Gain perspective on life’s priorities from someone who faced the end with clarity.
Learn MoreAn Overview Of Asset Transfer Strategies
Understand key methods for transferring assets efficiently to the next generation.
Learn MorePlanning Your Legacy: Where To Start
A step-by-step guide to beginning your legacy planning journey.
Learn MoreProtect Your Assets With A “Family Bank”
Discover how a family bank structure can safeguard assets and support future generations.
Learn MoreSelling Estate Assets At Auction
Consider the pros and cons of selling estate assets through auction.
Learn More6 Tips For Organizing Your Records
Keep important documents organized and accessible with practical, simple steps.
Learn MoreWealthy Kids And The Money Monster
Insights into raising financially responsible children across generations.
Learn MoreWhen A Bad Executor Ignores Your Will
What to do if your chosen executor doesn’t follow your final wishes.
Learn MoreA Widow's Worst Nightmare
Avoid common estate planning mistakes that can lead to hardship for loved ones.
Learn MoreThe Woolworth Misfortune: How Not To Provide For Heirs
Learn from a famous planning error to better protect your heirs and intentions.
Learn More