Latest
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Social Security Strategies for High-Net-Worth People
People who don't 'need' their Social Security may consider using their benefits to manage estate taxes and long-term care expenses.
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Have You Reviewed Your 401(k) Beneficiary Designations Lately?
If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries are in order.
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15 Estate Planning Terms You Need to Know
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.
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Five Tips For Estate Planning in 2025
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025.
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How to Access Your Parents’ Medicare to Help them Enroll and Manage Their Care
Getting access to your parents' Medicare or Medicare Advantage accounts is easiest when they're healthy. But you still have options if they are incapacitated.
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Serious Medical Diagnosis? Four Financial Steps to Take
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes.
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Five Trusts You Need to Know About and the Best Time to Use Them
You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
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Before You Remarry: 10 Important Things to Consider
Remarry carefully, because love gets complicated the second time around.
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5 Retirement Tips to Help Women Take Control of Their Future
It's a mistake to let someone else make all your financial decisions. You can take control of your finances by reviewing the basics of a good retirement plan.
