Offering COBRA insurance is now required for most business. Here's what you need to know.

Recap of our recent webinar exploring Medicare readiness for open enrollment.

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.

The sandwich generation faces a unique set of circumstances that can make financial planning tricky. We offer some tips.

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.

Who will handle your financial affairs and make medical decisions for you in the event you become incapacitated? The answer lies in a durable power of attorney.