If you already have a last will in place, but it doesn’t address your digital assets or appoint a digital executor, you can create a codicil that will allow you to add these important provisions.
Planning your estate through a will is a process that you should approach with time and consideration. These six questions could help you avoid some common and serious mistakes.
If your retirement is still several years away, but you’d like to make charitable gift now that will supplement your income later, consider exploring a deferred charitable gift annuity (CGA) or a flexible CGA.
If you are newly retired or getting very close to retiring, chances are that you are concerned about whether or not your savings "nest egg" will last you your entire lifetime. Here are some tips for new retirees to help alleviate these concerns.
Between the far-reaching personal and financial effects of the COVID-19 pandemic (and the economic stimulus packages developed to provide some relief), the sensationalism of election year politics and the significant changes made to tax laws within the past 12 months, 2020 has been a roller coaster of a year, to say the least. And, as we approach the end of this year, American taxpayers could be affected in a number of ways.
A living trust can provide you with the peace of mind that comes from knowing that your assets and your heirs will be protected in the event that you unexpectedly become unable to handle your own financial affairs.
A charitable gift annuity (CGA) is both a tax-deductible gift and an income-producing annuity. It's a way to benefit the college, school or program at Drexel that means the most to you, while still supporting yourself and/or your loved ones.
