estate planning

As more and more baby boomers start eyeing retirement, thoughts turn from worry over the workday commute to concerns about how to fund the golden years. How prepared are you? How much money do you really need to retire? Do you know the ins and outs o

As if dying isn't bad enough, imagine your ex (your no-good, lying, cheating ex!) rolling in all the money you left behind. And, worse, your beloved family fighting it out in court to get what they can. Time to update your estate plan, right? Indeed,

With the passage of the Tax Cuts and Jobs Act of 2017 at the end of last year, the federal estate, gift and generation-skipping tax exemptions doubled to $11.18 million per person. That means that a married couple can now pass over $22 million of pro