A new rule on Qualified Charitable Distribution (QCD) reporting has IRA owners asking a critical question: Are checkbook checks acceptable as QCDs? The answer could vary, depending on your IRA custodian and evolving IRS Code Y guidelines.

K1x, an AI-native private markets tax platform, has made two pivotal leadership appointments: Ken Powell as COO and Chris Capko as CRO. These moves highlight K1x’s commitment to innovation and readiness for the evolving private markets tax industry.

TIFF Investment Management, based in Radnor, Pennsylvania, has brought in experienced private equity professionals Andrew Murray and Stephen Grau to lead its growing secondaries division. This strategic move reflects increasing institutional demand for secondary market investments and underscores the firm’s focus on expanding its offerings.

Two siblings inherit their late sister’s estate without a will, raising questions about how to distribute the assets. While the law indicates an even divide, the emotional and moral considerations underscore the complexity of deciding what is truly fair.

If you think building a portfolio requires analyzing thousands of stocks, think again. With just a handful of exchange-traded funds, you can tap into a range of industries and enjoy a simpler, more diversified approach.

Fiduciary Alliance LLC has acquired a freshly disclosed stake in Target Corporation valued at $614,000, according to its latest SEC filing. The purchase suggests continued enthusiasm for the retailer among institutional investors, as other hedge funds also adjust their positions in Target’s stock.

Australian trustees of Self-Managed Super Funds (SMSFs) can now consider a new high-yield fixed-term product, TermPlus, to diversify their monthly income strategies. With the SMSF sector’s cash allocations at a record low, TermPlus aims to provide stability and consistent returns away from the share market’s volatility.

Whether you need a will might be more complicated than it appears. Before you turn to an online program to cut costs, it’s worth considering if the money saved now could lead to expenses or complications later.

Callan Family Office has hired philanthropic strategist George Burnette to lead its philanthropic consulting and wealth division. The Philadelphia-based firm aims to meet the rising demand for integrated wealth, estate, and philanthropic services in the region.

This story explores a dilemma involving a long-term partner who wants to leave all of his assets to an ex-girlfriend. Although he has been financially supported by his current partner, he remains set on benefiting the ex, creating tension and uncertainty.

Morningstar has identified three potential frontrunners in the active ETF space. These funds are described as strong long-term investment opportunities, offering potential stability and growth well beyond 2026.

In Bardstown, Lynn and Connie Whiteman have entrusted their property in the Thoroughbred Acres Subdivision to the Whiteman Family Revocable Living Trust. This move, dated March 4, 2026, offers insight into how families can safeguard their estates for the future.

A recent article from the Pittsburgh Post-Gazette, titled “Asking Eric: Adopted daughter excluded from inheritance,” raises questions about a family’s decision to leave an adopted daughter out of the will. Though the complete details remain behind a paywall, the piece suggests a poignant issue concerning legal and emotional ramifications in matters of inheritance.

Every year, tax day approaches more quickly than many people expect. Whether you prefer software or rely on a certified public accountant, points from this piece explain how a few simple, well-organized steps can make filing your taxes far less stressful.

When a divorced woman with no children finds herself wondering what to do with her cherished belongings, she turns to an advice column for clarity. These items carry significant meaning, prompting her to search for practical and heartfelt solutions.

This “Savvy Senior” column poses a question that impacts families nationwide: what unfolds legally and practically when someone passes away without a will? While the complete article remains behind a paywall, the inquiry itself underscores the importance of formal estate planning.

Growth stocks are no longer the golden opportunity they once were. As market conditions evolve, many investors are turning toward a time-tested exchange-traded fund (ETF) that has historically weathered volatility better than growth-oriented portfolios.

Parents could save thousands on their tax bills this year if they act on a critical IRS reminder. The agency warns that certain tax credits often go unnoticed, yet they can significantly lower taxes or boost refunds for eligible families.

Last year’s domination by artificial intelligence could mean portfolios are too focused on one sector. In 2026, experts warn that diversification is the key to staying one step ahead in a shifting market.

Tax season doesn’t have to be stressful. H&R Block Deluxe + State 2025 harnesses the power of AI to guide you step by step, ensuring you don’t miss out on any credits or deductions, all at a fraction of the usual cost.

This article marks the second anniversary of a column centered on end-of-life matters, which restarted after a 3½-year break. Originally launched on Jan. 28, 2024, the series has stayed mostly on topic, with the author drawing from extensive legal experience in wills and estates.