Even if your estate plan is in order, it won’t be of much help to your heirs if they can’t locate important documents when you’re no longer around. Organizing your financial and estate-planning ...

You know that ever-expanding mountain of bills, forms, receipts, coupons, and statements that collects on the kitchen counter (or the microwave, on top of the refrigerator, by the phone, etc.)? I once ...

In a world increasingly shifting to digital records, it can be tempting to toss paperwork as soon as it starts piling up. But before you feed the shredder or dump it all in a drawer, there’s a method ...

Everyone is talking about the incoming Trump administration, and we’re hearing a range of predictions about future tax proposals and planning options. But sometimes it’s best to tune out all the noise ...