Estate Planning

Time to Tweak Your Estate Plan?

By Bill Bischoff

The new estate-tax rules are improvements, but could require adjustments to your plan.

Worksheets

The Net Worth Calculator

Do you know how much you're really worth? From your car to your car loan, we'll help you balance the books.

Will You Owe Estate Taxes?

Find out how significantly your estate will be hit, and what you can do now to protect it.

How Much Life Insurance Do You Need?

Our worksheet will help you determine how much life insurance coverage you need.

Life Insurance

Check Your Life Insurance

Unless you plan properly, Uncle Sam is going to be the major beneficiary of your policy. We think you can find a better recipient.

A Matter of Lifestyle

If you've ever taken Prozac, pilot lessons or a scuba vacation, you'll pay more for life insurance even if you're in perfect health.

10 Ways to Save on Life Insurance

Here are 10 ways to save on your premium and avoid some common pitfalls.

Planning Your Estate

You've Gotta Start Somewhere

It may sound morbid, but from trusts to funeral plans, here's what to consider when planning your estate.

Closing Down the Estate

Being named the executor of someone's will is tricky tax business. Here's what you need to know.

Estate Planning With a Roth IRA

Congress probably didn't plan it this way, but it's one of the best estate-planning tools around.

Charitable Giving

Check Up on Your Charity

Here's how to make sure your donations are put to good use, instead of funding some executive's bloated salary.

Start Giving It Away Early

It can be a wise estate-planning move to bequeath your IRA to charity and other assets to loved ones. Here's why.

Charitable Trusts

When you donate appreciated stock to a charity, it's a win-win situation.

More Stories

Planning Your Estate

When to File Gift Tax Forms

Time to Tweak Your Estate Plan?

The Grandparent Tax

Passing Your Home to Heirs

Good Will Hunting

Life Insurance

Term or Whole Life?

Life Insurance Glossary