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Estate planning

There are new financial opportunities – and potential pitfalls – for gay and lesbian couples.

Dividing an estate should be easy math, but for business owners the largest asset is often illiquid. 

Families support each other emotionally, physically...and, just as important, financially.

With the right documents, a financial advisor can help you with short and long-term money goals.

It's the most basic step in estate planning, regardless of your wealth.

A timeline for managing your loved one's final affairs.

Should you choose term or permanent life insurance? It depends on what you’re insuring against.

Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.

This kind of coverage can help those with medical issues cover final expenses.

In some cases renting may mean less cost, fewer chores, and more fun.

Settling an estate is a difficult job that takes patience and organization.

Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.

Shop smart and know your rights when planning a funeral. 

Probate can be costly and time consuming. It also creates privacy concerns.

Thanksgiving is an opportune time to ensure your aging parents have their estate plan in place.

With planning and forethought, life insurance can be used to benefit a favorite charitable cause. 

Sharing your wishes before your death may ensure minimal strife for your heirs.

Financial tools from trusts to charitable giving to life insurance are available.