By understanding what types of insurance are essential for you and which ones are optional, you can make informed decisions that fit your budget and lifestyle.

Our investment experts have put together a list of key items most likely to move markets this year.

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?

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.

Pitfalls abound when creating and maintaining an estate plan. Here are four to be especially aware of.

Without an advance health care directive, your estate plan is incomplete.

There are many things to think about when planning for your retirement. Make sure accounting for inflation is one of them.

Too often, people planning their estates focus on tax and asset-protection issues and overlook long-term health care needs.