Step-up in cost basis is the easiest way to pass wealth to the next generation. Use this flowchart to determine your eligibility.

It can be confusing which documents you need to keep on file. This checklist is a great starting point.

Although recessions can be scary, they offer great opportunities to improve your situation. Use the checklist for things to consider.

Over time, life changes will occur for you and your beneficiaries. Using this checklist can help you keep your documents up-to-date.

Having the correct beneficiaries ensures that your money is distributed the way you wish. Use this checklist to keep them up -to-date.

LTC can be a useful hedge against healthcare costs in retirement. This checklist can help you work through what you need.

Understanding your coverage, and having the right amount of coverage, are the first two steps of reviewing your life insurance policy.

As family situations change, you need to ensure your estate plan is up-to-date. Use this checklist to help guide you through those updates.

Closing an estate is a tedious and stressful process. This checklist can help guide you through the complicated steps to close an estate.

Estate planning seems like an impossible task. This checklist asks the questions necessary to help you get the ball rolling.