"Excellence in Estate Planning"

A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Knowing your likely life expectancy is an important factor in making long-term financial plans.