You spend a lifetime accumulating a large estate. But without careful planning, Uncle Sam will knock on the door after you die and vastly reduce the wealth passed onto your heirs. After a temporary ...
If you receive group disability insurance from your company, you may think you have enough coverage to protect yourself in the event of a long-term sickness or injury. But take a closer look. One of ...
Some people are under the misconception that Social Security benefits are always free from federal income tax. However, depending on how much income you have from other sources, you may have to report ...
Custodial accounts for children are established for various reasons. Grandma gave $10,000 to little Jennifer: set up a custodial account. Mom and Dad want a tax shelter for little Johnny's college ...
Do you own a beach house, ski chalet, resort condo or other vacation getaway? Perhaps it's the place where cherished family reunions take place with your children and grandchildren. Many people with ...
Most of the time, investors are satisfied with the relationships they have with their brokers or investment advisers. Occasionally, however, an investor may have a serious dispute about how a broker ...