The Latest Breaking News from Francis Financial

Legacy Planning for Moms: How to Protect Your Family From Chaos and Conflict

Organizing your financial, digital and legal affairs and talking openly about your final wishes is one of the most loving gifts you can give your family.

Kiplinger · Jun 10

When Can Tax Planning Be an Act of Love? This Family Found Out

How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.

Kiplinger · Jan 14

Getting Divorced? Beware of Hidden Tax Traps as You Divide Assets

Dividing assets fairly in a divorce means looking beyond their current values and asking whether they'll create tax liabilities — or tax breaks — in the future.

Kiplinger · Jan 21, 2025