It is important to review charitable giving plans before year in order to meet deadlines for certain strategies.
As year-end approaches, there are several strategies for investors to consider as they review their tax and estate planning.
An interfamily loan may be a viable alternative to a current mortgage for family members looking to buy a home.
An asset protection strategy should be part of any financial plan to protect assets from creditors and litigation.
The number of unmarried partner households is on the rise and these couple face some unique financial planning challenges.