Estate, Giving and Education guides
Plans that reach beyond your own retirement.
Inherited IRAs and Beneficiary Reviews: The 10-Year RuleWho gets the 10-year rule, who gets more time, what spouses can choose, and a beneficiary review you can do this week. Includes a checklist.Estate, Giving and EducationEstate Planning Basics: Taxes, Step-Up in Basis, and the Documents That MatterThe 2026 federal exemption, gift rules, how basis works at death, state taxes in VA, NJ and DC, and a document checklist.Estate, Giving and EducationCharitable Giving in 2026: Deductions, QCDs, and Donor-Advised FundsWho gets the deduction, how appreciated gifts, QCDs and donor-advised funds work, and what changes in 2026. Includes a checklist.Estate, Giving and Education529 Plans in 2026: What Counts, What Is Taxed, and the Roth RolloverQualified expenses after the 2025 law, the 10% tax on unused money, gift rules, and the 529-to-Roth transfer. Includes a checklist.Estate, Giving and Education