Joseph A. Muro II |
Joseph A. Muro II |
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
Life insurance needs change over time. This article presents five guidelines to help determine an appropriate amount of life insurance coverage.
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
Use this calculator to determine whether you qualify for the different types of IRAs.
Estimate the future value of your current savings.
Use this calculator to estimate how much income and savings you may need in retirement.
How much life insurance would you need to produce a sufficient income stream for your family?