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.

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.

eClosing streamlines the home loan process by giving the borrower smart, interactive electronic options for the closing process.

Transferring a family business to the next generation requires a delicate balancing act.

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

To ensure your desired treatment of adopted children or unadopted stepchildren, you and your spouse or partner must clearly communicate your plans through wills