A letter of instruction provides additional and more personal information regarding your estate.
The federal government requires deceased individuals to file a final income tax return.
Tips on insuring your teen driver.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What is your plan for health care during retirement?
When do you need a will? The answer is easy: Right Now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?