Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.