News and Alerts

Learn about how to manage the balance of stocks and bonds in your portfolio, how to create a business succession plan, and more in this month’s newsletter.

This month, read about key estate planning questions, how to determine what kind of mortgage is best for you, why out-of-state properties can be a probate headache, and selling stocks at a loss.

In this issue of our Estate Planning Newsletter:
Home Sellers’ Profit Exclusions Aren’t One-Time Opportunities; Who Is a ‘Trusted Contact’ for a Brokerage Account?; How to Deal With Estate Litigation; Your Executor Must Wear Many Hats.

In this issue of our Estate Planning Newsletter: Can You Use Charitable Trusts?; Medical Deductions for Doctor-Recommended Adjustments; and more!

In this issue of our Estate Planning Newsletter: How To Use a Qualified Personal Residence Trust; How To Choose a Good Place To Retire; How To Make Use of Annuities; When Should You Take Social Security Benefits?

In this issue of our Estate Planning Newsletter: Do You Have Enough for Retirement?; Trusts for Those With Addiction Problems; Travel Tips for Senior Citizens; The Psychology of Retirement.

In this issue of our Estate Planning Newsletter: Retirement and Taxes: Understanding IRAs; Long-Term Care Insurance: Right for You?; When To Stop Driving; How to Choose a Gravestone.

This month’s articles include: Defined Benefit Plans: The Standard Pension; How To Divide Possessions Among Heirs; Travel Tips for the Elderly; and Student Loans — Your Options.