You might have heard whispers about the greatest wealth transfer in history. Baby boomers are supposedly sitting on mountains of cash, ready to pass down fortunes to their children and grandchildren.

While Grim Reaper guides you to the afterlife, Uncle Sam will be escorting your heirs to the IRS. Death can be a tax-triggering event, with two in particular you should be aware of: the estate tax and ...

Planning for retirement requires a road map that is unique to each individual. The expectation of guaranteed income from employer-sponsored pension plans or public safety nets is dwindling away.