Articles

An A-B trust can be an effective way to help reduce estate taxes and preserve family assets for heirs.

A living trust can help control the distribution of your estate upon death.

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.

Compare the advantages and disadvantages of different gifting strategies available for planned giving.

If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

A split-annuity strategy can generate immediate income while potentially stretching some retirement savings.

When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

Company-owned life insurance is one way to help protect a business from financial problems caused by the death of a key employee.

As a business owner, a disability can create an economic hardship putting both your personal finances and business at risk.

Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.

Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.

If you have a family who relies on your income, it is important to have life insurance protection.

Split-dollar life insurance is an arrangement to purchase and fund life insurance between two parties.

Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.

Changes to the tax code have left a few key deductions for itemizers, like medical, dental and some business expenses.