Millionaires' Top Five Investing Mistakes

Jun 03, 2014

There are many mistakes to be made when investing. But some are more common (and more costly) than others. Avoiding just one can literally make the difference between poverty and financial freedom, according to Nigel Green, founder and chief...

More Madoff Mayhem

Jun 02, 2014

Should an estate pay federal estate tax on an account that didn’t hold the assets it purported to hold?

Liability for Unpaid Gift Tax

Jun 02, 2014

Estate tax payment doesn’t reduce amount owed

One Angry Mom and No Scholarships

May 29, 2014

Teenagers have to be strategic when applying to schools, especially if money is an issue. One angry mom learned that the hard way.

Get on the Same Page: Retirement Planning for Couples

May 29, 2014

Tips for ensuring a smooth ride into retirement

5/29: A Good Date to Consider 529 Plans

May 29, 2014

Why advisors need to consider the use of 529 plans for their clients' college savings strategies

Meet our Philanthropy Committee

May 27, 2014

Trusts & Estates relies on its editorial advisory board to help screen articles. In addition to authoring pieces, the board provides valuable behind-the-scenes work to make sure that T&E provides you with high quality...

Charitable Gifts of 'Virtual Currency' (Bitcoins)

May 27, 2014

A new type of potential charitable gift is Virtual Currency. And, this gift could be right around the corner now that the Internal Revenue Service has specified the many tax ramifications of Virtual Currency transactions. I’ll sometimes use...