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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Estate
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
It may benefit your loved ones—and your own financial plan—to give more while you’re still living. Here’s what you need to know about the gift tax and estate tax.
Strategies to prepare for the financial future of dependents with special needs.
After losing a loved one, you don’t need to suffer financial losses while planning a funeral, too.
Understand how to manage an inherited IRA, as well as the rules and options to make the most of your inheritance.
Nine things you need to know about taxes, Medicare and more when you move abroad.
Second marriages—and the blended families that sometimes come with them—require financial estate-planning strategies all their own.
If both spouses collect Social Security, does the survivor collect both as well? Unfortunately no.
Act quickly, stay organized, and get help if you need it.
When choosing executors and trustees, should you enlist a loved one or leave it to a professional? We help you weigh the pros and cons of each.
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