Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

It’s hard to grasp the sobering feeling of seeing your home address in a court filing, or worse, watching a beloved property threatened by natural disaster until you’ve experienced it firsthand. The ...

An asset constitutes anything that holds monetary value, whether current or future, to a person or organization. Businesses, governments and non-profits all own assets. So do many people. An asset is ...

When it comes to estate planning, ensuring your assets are well-protected should be a top priority. Insurance is a crucial component that many overlook, but it can be the key to securing your legacy.

Your financial house can topple at any moment. All it takes is one lawsuit, economic slump, or business dispute. More individuals, families, and business owners are now realizing that storing money ...

Personal assets include anything you own that has monetary value, personal value, or both. Assets play an important role in determining your net worth and estate planning. Many or all of the products ...

While just getting to retirement is an accomplishment in itself, you might be wondering what to do if you have money and assets leftover toward the end of your life. While many retirees wish to give ...