A Health Savings Account is a tax-advantaged medical savings account that helps people pay for qualified out-of-pocket medical expenses. What are the withdrawal rules for HSAs? Are there special considerations that must be taken into account?
How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief
Sarah Duey I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why. As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents …