The probate process can be very complicated, expensive, and time-consuming for living family members. Here’s how to streamline or even avoid probate altogether.

Wills and trusts can ensure your assets are smoothly transferred to heirs upon your death and/or mental incapacitation. Which option is right for you?

Someone celebrating a 65th birthday today has an almost 70% chance of needing some form of long-term care (LTC) services in his or her remaining years.

Given their low-risk, tax-exempt benefits, municipal bonds represent a solid portfolio diversification strategy. But are they right for you?

While paying off your mortgage will likely provide you with the greatest flexibility during retirement, it may not always make sense.

Whether you’re receiving or giving up retirement account money as part of your settlement, you need to understand the rules and tax implications around them.

Individual retirement accounts (IRAs) shine through as one of the most versatile vehicles for building your retirement savings.

Let’s discuss various options to help reduce your tax bill in retirement and thus help you better enjoy your golden years.

In this post, we’ll discuss why you need a will and share examples of situations that call for updates to this important document.