Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.