Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Taking this quiz may help increase understanding of estate planning.