If you or someone you know is grappling with a terminal diagnosis, I offer you my sympathies and practical advice for dealing with the money side of death.
Estate Assist allows customers to create a digital safe deposit box to organize and distribute all the critical information related to their estate.
Parents of children with disabilities face incredible obstacles at every step in handling education, health care, housing and family finances.
Young people just starting their families need to be think of the future and develop a comprehensive estate plan.
Trusts are flexible, don't require that much effort, can benefit the living, and are appropriate for people of moderate means. Maybe you should have one.
Like Robin Williams, Joan Rivers is also leaving behind a valuable estate-planning lesson: How to ensure your pets are cared for as you wish after you die.
As my dad's health declined, I thought there was nothing I could do. In retrospect, I see how his physical problems grew out of fiscal ones.
With whole life insurance or a fixed indexed annuity, you can leave behind more money than you thought possible for your loved ones or special causes.
The comic genius was serious about smooth estate planning, apparently using at least one revocable trust. What can you learn from Robin Williams' method?
If your potential heirs include biological children, stepchildren and former spouses, you have much more to consider in preparing your will.
Having a conversation with your parents about long-term care is difficult but necessary. Here are suggestions to make having that talk a bit easier.
A properly designed whole life insurance policy offers tax-deferred benefits that no other financial product can match.
Crowdfunding funerals has become a bit of a fad, but there are smarter alternatives to handling your final expenses than making your family pass the hat.
I'd love to offer my clients a safe investment that pays a good return - and that's what whole life insurance claims to be. But the numbers just don't jibe.
America's highest court has unanimously decided that creditors can go after IRAs that are inherited.
Estate planning and medical surrogate documents are essential for everyone, but they're particularly important for unmarried couples.
The government will resume mailing Social Security statements to some workers beginning in September. Here's how to make the most of your benefit statement.
In a divorce, you may lose income, moral support and a safety net. These often-forgotten but critical steps will get your financial life back together.
Life insurance can be an important thing to have, especially if you have people counting on your paycheck. But some policies aren't worth the money.
Many boomers are ready to retire chronologically -- but not financially. And it's not just a question of having enough assets.
Life-insurance coverage is important, but finding the right policy can be complicated. Here's what you need to know, in four simple steps.
Conventional wisdom holds that whole life insurance is a poor investment for most people. But a properly designed policy can be a smart, flexible way to build wealth.