A timeline for managing your loved one's final affairs.
Insurance, Annuities, and Investments
Should you choose term or permanent life insurance? It depends on what you’re insuring against.
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
Talking to your parents about money can be difficult but necessary to ensure a sound estate plan.
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.
No matter how much or how little you have, an estate plan will help ease things for your loved ones.
What pre-retirees need to know to protect their assets and interests.
A prominent actor or musician dying without a will? Beware of their example.
You might consider a custodial account for flexibility — or a custodial 529 or Coverdell for education.
Someday you'll have to turn over the reins to someone else. Plan for it.
Taking steps to safeguard your financial future can bring great comfort in moments of grief.
Retirement is a journey that should start early with steady navigation. Have a road map.
Estate planning tools can help provide for a person with a disability after their caregiver is gone.
To retain control of your options as you get older, make plans and formalize key documents ahead of time.
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
Life insurance can offer a solution to some of the challenges of transferring a farm.