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?

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.

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

Many people confuse a living will with a last will and testament, but they aren’t the same. These separate documents serve different, but vital, purposes.

Short-term capital can damage your growing business. It’s important to be aware of the risks of doing business with these online lenders. Learn more here.