#EStatePlanNing

Diligent savers who take steps to capitalize on these tax-saving opportunities can keep more of their wealth and even help build a tax-efficient legacy.

The first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.

From Kiplinger RSS Feed: My Beloved Husband Has Early-Stage Dementia. He Is 'Doing Well,' but How Do I Protect Our $1.6 Million Savings Right Now?

Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.

Tax law changes might be confusing, but there are still ways to be generous without sacrificing financial security. A donor-advised fund is a place to start.

We followed tradition and paid for our daughter's $75K wedding. She is earning less than our sons and needs more help to buy a house. Are we being unfair?

Take a few minutes to take our 10-question quiz to see if your current strategy is maximizing the financial legacy you intend to leave behind.

From Kiplinger RSS Feed: We Are 65 With $2.6 Million. One of Our Two Daughters Struggles Financially. Is It Fair if We Only Help Her?

From Kiplinger RSS Feed: Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground