Depending on your situation, you may choose to prepare different types of legal documents to outline how your estate and ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

T. Rowe Price has identified two types of retirees and launched a retirement tool to serve their financial needs. The global investment management firm divides retirees into two categories: savers and ...

As I’ve written before, most planning today ensures that family wealth will be destroyed in three generations. Consciously deciding to sustain family wealth for the long term is atypical and requires ...

When legendary investors such as Charlie Munger talk about something you might not have heard of – like inversion – it pays to listen. Inversion is a technique that helps to clarify how to choose what ...