Do you need to file form 706 for marital portability? While current estate tax exemptions are high, there is no guarantee that this will continue in the future. If you have even a modest amount of assets to leave to your heirs, they could end up paying a lot of estate taxes that could easily have been avoided by filing Form 706.

Wondering how to divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.

Traditional retirement planning is less effective when spouses stop working at different ages. Here are a few things to take into account as you prepare for this next chapter.

Thinking about moving closer to your adult children? These 4 financial considerations can help you decide.

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.

You can't live without your spouse... but will living together in retirement drive you crazy? Make sure that your retirement goes smoothly by taking these things into consideration.