The first and most important step is to not rush into anything when a loved one dies. Once you're ready, how do you find the right person to advise you?
Here are 10 ways to give with examples and approaches to help you avoid philanthropy fumbles.
Life insurance and annuities can be useful tools in your retirement planning. Make sure you have the right strategy for using them.
What do you do if you need spousal consent for a retirement plan distribution or loan physically witnessed in the age of social distancing? Technology, and the IRS, to the rescue!
Adviser Timothy Bogert details five essential healthcare and estate planning documents that will bring awareness of your wishes and goals to your family and your team of advisers, making transitions easier for everyone.
Adviser Sandra Adams runs down the responsibilities of serving as a financial advocate for a family member or friend who can no longer handle their own affairs.
This is the first in a four-part series from adviser Jeannette Bajalia about "Elder Orphans," in which she analyzes the challenges we face as we age -- often on our own -- from finances to quality of life.
Adviser Sam Maness reviews what you need to know about key elements of estate planning.
Adviser Sam Maness explains the importance of properly managing beneficiary designations and inherited retirement accounts.
Financial adviser Craig Adamson has a cautionary tale of a couple who planned and saved carefully for a great retirement. But when one of them died, the other was left with a terrible tax burden.
Tax reform changes, doubling of the estate tax exemption, generation-skipping transfer taxes and more.