Depending on your situation, outright beneficiary designations could be a cleaner estate planning solution.| Marotta On Money
If you have a charity among your heirs, there is the possibility for tax savings.| Marotta On Money
In most cases, Schwab's rules around durable powers of attorney help to protect the principal. However, the same rules can also impede the principal's agent.| Marotta On Money
A reader asks, "As her descendant and agent following the rules as written, it is my understanding that I could gift myself $14,000 each year. But can I really?"| Marotta On Money
Estate planning is a task which is never useful until it is too late to do it.| Marotta On Money
