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Estate Planning Guides

Making Final Choices While They're Yours

The Short Story:

After decades of working hard and saving, many people think of retirement planning as a way to reward themselves. But unfortunately, it's just as important to plan for the inevitable:…

About IRS Form 1040 (Schedule E)

Friday Feb 6, 2009

The basics of IRS Form 1024 2008-2009


About IRS Form 1040 (Schedule A and B)

Thursday Feb 5, 2009

The basics of IRS Form 1040 (Schedule A and B)


How are Bonds Taxed?

Tuesday Mar 24, 2009

Most bond interest income is taxed at your ordinary income tax rate. But when you start to move into different types of bonds and accounts, you'll realize that bond income taxation is anything but standard.


What to Know Before You Go: Estate Planning Musts and Mistakes

Wednesday Jul 29, 2009

America's First Family of Finance, Ken and Daria Dolan, break down 8 common mistakes about estate planning and why you should start your plan today.


Do 529 Contributions Affect Gift-Tax Limits?

Monday Jan 26, 2009

Gitf-tax limits apply to 529 college savings plans...sort of. There is a loophole that lets you give more than $13,000 to a 529 plan in one year.


FiLife Help Center: Family Finance Rescue

Thursday Feb 5, 2009

Getting your financial house in order is all the more important now that the economy is a mess and budgets are tight. Even the small financial decisions seem to have a big impact these days - but your family finances don't have to overwhelm you.  In this Help Center, we’ve broken down family needs into smaller categories ...


Work on Your Will, Find a Lawyer

Monday Jul 27, 2009

Here are some tips on how to find a lawyer who most complements your needs and who can help you establish one of your most important documents.


What is a Non-Deductible IRA?

Tuesday Dec 30, 2008

Most people are familiar with the traditional and Roth IRA. But for some, they should look into a non-deductible IRA. Here's what it is and what you should consider before signing up.


How to Finance a Funeral

Friday Jul 17, 2009

Your last days or, those of someone close to you, are emotional enough. Why complicate it with money matters? If you want to have a proper burial or funeral, you're out of luck.


About IRS Form 1041 (Schedule I)

Monday Feb 9, 2009

The basics of IRS Form 1041 (Schedule I) 2008-2009


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