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.
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.
What pre-retirees need to know to protect their assets and interests.
Someday you'll have to turn over the reins to someone else. Plan for it.
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Insurance, annuities and investment accounts
401(k) and pension plans
Government, education, healthcare, not-for-profit plans