Here are some things to consider as you weigh potential tax moves between now and the end of the year.

Transferring your house to your children while you’re alive may avoid probate, but gifting a home also can mean a tax bill or could effect long term care benefits.

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

For many charities, a steady supply of individuals willing to give their most valuable resource—time—is critical for their basic operations.

Medicare premiums, deductibles, and coinsurance amounts change annually. Here's a look at some of the costs that will apply in 2021 if you're enrolled in Original Medicare Part A and Part B.

How can donors deploy charitable capital at the intersection of today's pressing issues and the arts?

Trying to coordinate long distance caregiving is a challenge for many. Add COVID-19 into the mix, and the situation becomes even more difficult.

While some of the limits remain unchanged for 2021, other key numbers have increased.

Beginning on November 1, individuals and families may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act.

Deciding when to collect Social Security (SS) retirement benefits can be difficult. Enclosed are the top questions and answers to help you make your decision.

The annual Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work best for them.

Building a solid foundation centers on moving through each stage of the ladder.

Major life events often indicate a need to change your plan.

Mortgage rates are at record lows, and clients may wish to explore re-financing if they have not already.

Estate planning with a business especially focuses on managing ownership assets, which requires more sophisticated planning.

With so many people retiring and especially with the impact of COVID-19 on the economy, many clients are faced with important decisions on their healthcare.

If you are divorced, there are a number of options for receiving Social Security benefits based on a former spouse’s earnings record.

About 70% of seniors 65 and older will eventually require some type of long term care in their lifetimes. That care already isn’t cheap, but how will prices be affected by COVID-19?

There are some items you might not want to lock away in your bank, which isn’t open nights, holidays, or weekends, and may have more limited hours during the Covid-19 pandemic.

Due to the coronavirus tax filing extension, there's still time to make a regular IRA contribution for 2019.