FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Understanding the Alternate Valuation Date
When Heirs are Imperfect
Critical Estate Documents
Principles of Preserving Wealth
When Do You Need a Will?