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Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.
If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
It's the largest piece of retirement legislation passed since 2006. While the bill includes some marginally favorable changes for younger savers, it's actually the people at or near retirement that are most immediately impacted.