Insurance, annuities and investment accounts
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Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
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Term vs. perm life insurance: 3 considerations
Should you choose term or permanent life insurance? It depends on what you’re insuring against.
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Why millennials should not rely on an inheritance
Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.
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What is Guaranteed Acceptance Life Insurance?
This kind of coverage can help those with medical issues cover final expenses.
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Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
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You’re an executor…now what?
Settling an estate is a difficult job that takes patience and organization.
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Married to a non-citizen? 3 estate planning traps
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
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Probate: What it is, why people fear it
Probate can be costly and time consuming. It also creates privacy concerns.
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Estate planning for LGBT couples
There are new financial opportunities – and potential pitfalls – for gay and lesbian couples.
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This Thanksgiving, talk estate planning
Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.
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Using life insurance for charity
With planning and forethought, life insurance can be used to benefit a favorite charitable cause.
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How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
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Estate planning for high net worth households
Financial tools from trusts to charitable giving to life insurance are available.
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Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
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Succession planning for your business
Someday you'll have to turn over the reins to someone else. Plan for it.
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Estate planning: 5 big mistakes you might be making
Mistakes can range from failing to fund a trust to forgetting to change beneficiaries.
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