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Make a Gift Tax-Free With An IRA

A Tax-Saving Way to Help The University of Alabama

If you are 70½ years old or older, you can take advantage of a simple way to benefit The University of Alabama and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified... Read More

30-Second Quiz: What Do You Know About Your Estate?

Select the best answer to complete the seven sentences below.

What do you know about your estate? Benchmark your estate planning prowess with this speedy quiz. Read More

Decluttering Piles of Paper? Read This First

Many of us still instinctively cling to the notion of keeping paper copies of everything—even electronic files we print out for posterity. There is nothing wrong with that. Just be sure to have a filing system that enables you to put your hands... Read More

Your Estate Plan Might Be Missing Something

If you are taking another look at your existing estate plan, or just starting your planning journey, be sure the following items—in addition to a will—are included to make things easier for you and your loved ones. Be Sure You Have: A... Read More