How, exactly, does one “get one’s affairs in order”?
In 2008, Jane Bissler, a counselor in Kent, Ohio, approached her then-87-year-old mother about organizing her documents. Because her mom was a widow with relatively [...]
Alternative Investments: beyond stocks, bonds, and cash
Funds of hedge fundsIf you do not qualify to invest directly in a hedge fund, you may be able to find a fund that invests [...]
How grandparents can help with college costs
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby [...]
Should you use the estate-tax exclusion amount now? (2011)
The applicable exclusion amount is the amount that can be sheltered from federal gift and estate tax by the unified credit. The applicable exclusion amount [...]