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.
Offshore drilling service company Tidewater has taken a beating, but the decline has been unwarranted says Morningstar's Adam Fleck.
Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.
Investor Solutions' John Pitlosh discusses how to navigate potentially higher dividend and capital-gains rates, the health-care tax surcharge, and a phase-out of itemized deductions.
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