Estate planning is the process of deciding which people or organizations receive your possessions once you’ve passed on.

Estate planning is one of the most important things you will do during your lifetime. Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect ...

There are several types of planning processes and plans, including strategic, operational, tactical, and contingency. For this document, operational planning includes tactical planning.This chapter ...

Learn how tax planning can help you maximize investment returns. Discover strategies for asset allocation, utilizing tax-advantaged accounts and more.