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Estate Planning

IRS Gifting Rules for 2013

by Jeff Rose on May 8, 2013

3 Things You Must Know About Inheriting an IRA

by Jeff Rose on October 29, 2012

What Is a Family Trust and Should You Set One Up?

by Jeff Rose on August 30, 2012

The Gift That Keeps On Giving – Gifting Limits for 2012

by Jeff Rose on January 31, 2012

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Closer Look At the New Estate Tax Laws

by Jeff Rose on July 26, 2011

Good Financial Tip: Power of Attorney Revisited

by Jeff Rose on July 22, 2011

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Rules for Opening a Guardianship Account

by Jeff Rose on June 23, 2011

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What is a Durable Healthcare Power of Attorney

by Jeff Rose on June 15, 2011

7 Free and Cheap Online Legal Resources

by Miranda Marquit on April 28, 2011

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Do You Really Need to Make a Will?

by Jeff Rose on April 20, 2011

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The Uber Importance of Reviewing Your Beneficiary Designations

by Jeff Rose on April 13, 2011

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Saying Goodbye to a Loved One: Average Funeral Costs and Expenses

by Jeff Rose on March 22, 2011

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