Heritage

“Because I said so.” We’ve likely all heard it or said it in response to the question “why?” But it’s not a particularly motivating reason to do something. Perhaps that’s why more than half of people ...

Estate and financial planning documents and healthcare directives are of little use if those you have authorized to make decisions on your behalf are unable to locate these important documents or gain access to your digital ...

Are your required minimum IRA withdrawals greater than you need, or care to receive? Would you like to reduce the taxable income from your IRA? The IRA charitable rollover (also known as a Qualified Charitable Distribution ...