Estate and Tax Planning
Tax-Deductible Donations: A Guide to Charitable Giving
12/3/2025 12:00:00 AM 5 minute
The end of the year is a time for generosity — and for many, that means charitable giving. Here’s what you need to know.
Tax-Deductible Donations: A Guide to Charitable Giving
12/3/2025 12:00:00 AM 5 minute
The end of the year is a time for generosity — and for many, that means charitable giving. Here’s what you need to know.
How to Store Your Estate Documents
11/26/2025 12:00:00 AM 2 minute
Learn the best ways to store estate planning documents securely. Get advice on safes, lawyers and digital storage to protect your important records.
How to Establish a Philanthropic Legacy for Your Family
11/12/2025 12:00:00 AM 2 minute
Create a family foundation that reflects your values. Learn the steps to build a legacy of giving and bring your family closer through philanthropy.
Money Management Habits You Can Learn from Each Generation
10/30/2025 12:00:00 AM 3 minute
Every generation has something to teach the others about money. Here’s what we all can learn.
Multiple Kids? Find the Best College Savings Plan for Your Growing Family
9/24/2025 12:00:00 AM 5 minute
Paying for your children’s college education can be tricky, but it’s not out of reach. Here’s what to consider.
Do You Have to Pay Social Security Tax if You're Self-employed?
9/19/2025 12:00:00 AM 2 minute
Self-employment taxes are a bit more complicated — but with a little forethought, you’ll be able to face tax season confidently.
Your Complete Guide to Farm Succession Planning
9/9/2025 12:00:00 AM 11 minute
Planning for the future of your farm or ranch can be emotional and complex. These tips will help you sort out your options.
Can You Get a Tax Break for Hiring Your Children? Guide for Family Farms
9/2/2025 12:00:00 AM 1 minute
Your children can be excellent helpers around the farm, but can hiring them impact your taxes? Find out here.
How Often Do You Need to Update Your Estate Plan?
9/1/2025 12:00:00 AM 1 minute
Wondering when to update estate planning? Learn how often to update your will, use an estate planning checklist and when to consult an estate planning attorney.
9 Estate Planning Tips for Unmarried Couples
7/11/2025 12:00:00 AM 4 minute
Unmarried couples can use this guide to help them protect their assets and pass on their wealth.