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  1. Portability Provision Simplifies Couples' Estate Planning

    Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

  2. What the Cliff Compromise Means for the Economy

    Congress' last-minute deal cut the so-called fiscal cliff in half, lessening economic headwinds in the short term, but much work remains to address longer-term debt and deficit issues, says Morningstar's Bob Johnson.

  3. What Happens if There's No 'Cliff' Compromise?

    If Congress can't reach a deal on the fiscal cliff prior to year-end, some effects will kick in sooner than others, says Morningstar's Bob Johnson.

  4. Will 'Cliff' Woes Completely Derail the Economy?

    Morningstar's Bob Johnson sizes up how a stronger-than-expected economy may fare in different 'fiscal cliff' scenarios.

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