Once you've created an estate plan, it is important to keep it up to date. You will need to revisit your plan after certain key life events, including marriage, the birth of children, divorce or the d

Both workers and retirees may need to rethink some of their estate planning in light of the newest spending bill. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, part of the ma

The Social Security Administration (SSA) has issued a transmittal updating its Program Operations Manual System (POMS) to clarify existing policy for ABLE accounts. Most noteworthy among the changes