A loved one or close friend may ask you to be the executor of his or her estate. Before you give an answer, consider these questions.

The right person to choose as your executor may not be the loved one you have in mind.

An EAP is subject to COBRA rules if it meets the definition of a group health plan.

If you have a large family, making annual exclusion gifts to loved ones is a quick way to reduce your taxable estate.

A power of attorney can come in the form of “springing” or “nonspringing.” Learn about their differences.

A letter of instruction can offer peace of mind to your family members during a time of emotional turmoil. But what should you address in your letter?

If you possess a beloved family heirloom, make certain you address it properly in your will or living trust to help avoid family disputes after your death.

One of the most effective estate-tax-saving techniques is also one of the simplest and most convenient: making maximum use of the annual gift tax exclusion.