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Many people are uncomfortable discussing with their loved ones how they plan to distribute their estates. Perhaps you don’t want your children to realize how much they may receive after [...]

What are the tax implications of an inherited traditional IRA? Tax rules differ depending on whether or not the beneficiary is a spouse. Be sure you know the rules, because your decisions may [...]

In a Doris Day/Rock Hudson movie, “Send Me No Flowers,” comedian Paul Lynde plays a funeral director who jumps to the conclusion that Hudson wants to surprise his wife, Day, with the [...]

There are myths and misconceptions about estate planning. Here are the top common mistakes to avoid and help your family save thousands of dollars in unnecessary taxes and probate fees: [...]

You receive electronic statements, set up auto payments and pay bills online. Companies like it because paperless billing is less expensive, more convenient and environmentally friendly. But what [...]

Most people think about saving for retirement. If your employer offers a 401(k) plan, which about half of all companies currently do, taking advantage of that plan is an attractive option. In [...]