An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens ...

Your beneficiary designation will often control where your IRA goes once you pass away. Make sure you don't leave unintended ...

Go, Slow-Go and No-Go years of retirement and learn how smart planning supports wealth transfer and long-term legacy goals.

Does your estate plan include a large retirement account that you are planning to leave to your child(ren) or other family members?

Key Takeaways Child-free retirees often enjoy more flexibility but must proactively plan for long-term care and estate decisions.Without heirs, the focus shifts from legacy building to safe spending, ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

For those that are getting ready for retirement, mapping out a plan is important to ensure you are financially ready for it.

Estate planning is about protecting your loved ones, preserving your values and ensuring your legacy lives on. Yet over 50% of Americans still don’t have an estate plan in place. That’s where ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

Divorce does not automatically change who will inherit your 401k. Make sure you know the rules and update your plans.