Estate and Tax Planning
Is It Time to Increase Your 401(k) and IRA Contributions?
3/18/2024 12:00:00 AM 1 minute
Higher contributions can pay off in the future but may mean less money in your pocket now. Consider these points when deciding whether to up your contributions.
Is It Time to Increase Your 401(k) and IRA Contributions?
3/18/2024 12:00:00 AM 1 minute
Higher contributions can pay off in the future but may mean less money in your pocket now. Consider these points when deciding whether to up your contributions.
Should You Get a Prenup? Everything to Know About Prenuptial Agreements
3/5/2024 12:00:00 AM 2 minute
Prenuptial agreements protect you from the financial uncertainty that can come with a divorce. Learn what a prenup does and who should consider drafting one.
5 Tax Breaks for Farmers and Ranchers
2/15/2024 12:00:00 AM 2 minute
Do not leave money on the table when tax time rolls around. These tax benefits for farmers can help you hang on to more of what is yours.
Farmers: How to Avoid Inheritance Taxes
1/2/2024 12:00:00 AM 2 minute
When creating your farm succession plan, you’ll want to consider how you can avoid inheritance taxes. These tax breaks can help you avoid penalties for your heirs.
Can Your Family Afford to Maintain Family Heirlooms
12/25/2023 12:00:00 AM 1 minute
Explore estate planning nuances—ensure heirs can uphold family treasures. Ask yourself these 4 questions to distribute cherished possessions wisely and responsibly.
Understanding Your Tax Return
12/21/2023 12:00:00 AM 1 minute
Learn more about the common forms and terminology you will see on your tax return, as well as tips to help you do your own taxes.
Understanding How Gift and Estate Tax May Impact You
12/13/2023 12:00:00 AM 2 minute
If you plan to make a financial gift or leave a large sum in your estate, you could be subject to gift tax. Learn about gift tax and ways to gift money tax-free.
Donating to Charity: The Basics
12/12/2023 12:00:00 AM 2 minute
By making a charitable donation, you can help others while also lowering your tax bill. Learn how charitable giving affects taxes and more facts about donating
What Is the 4% Rule for Retirement?
12/7/2023 12:00:00 AM 1 minute
Find out if this old standby rule works in today's climate — and whether you should follow it.
How Much Life Insurance Do I Need? 6 Factors You Need to Consider
11/17/2023 12:00:00 AM 2 minute
A host of determining factors ranging from income to family size can influence how much life insurance you need. Learn how to calculate your life insurance needs