Category: Estate Planning

Congress Examines the Burden of the Estate Tax

For the first time in a decade, Congress has decided to seriously examine the burden the death tax — also known as the estate tax — places on grie... Read More »

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5 Things You Need to Know about Beneficiaries

The dictionary defines beneficiary as "the recipient of funds" -- from a will, trust, retirement plan or life insurance. But that doesn'... Read More »

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Long Lost Life Insurance Policy? Tips for Tracking It Down

If you can’t find the life insurance policy of a deceased relative, here’s your biggest problem: There’s no central, national database of life i... Read More »

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