Newsletters

• Avoiding Probate with a TOD Deed and TOD Account

  In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.

• Are You Prepared for the High Cost of Dying?

  End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

• Wealthy Colleges Face Expanded Endowment Tax

  A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

• What Can You Learn from Your Tax Return?

  Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.