Most don't make adequate preparations before dying. Preparing means communicating with relatives and other loved ones – and that can be hard. Given the certainty we all face of when we will pass, shouldn't your loved ones know how to respond? Do they know what you want and expect of them? We’re here to help.

In the event of a sudden death or catastrophic illness, it can benefit you to have adult children who are familiar with your key financial, medical, and estate planning information and can quickly locate the relevant documents. By discussing the following matters with your family, you can help them take appropriate and timely action.

The rules pertaining to Individual Retirement Account (IRA) beneficiaries are complicated. Here is a quick look at the limitations the Internal Revenue Service (IRS) places on the beneficiaries of IRAs.

Here is a 75 year study by Harvard University on leading a fulfilling life. Keep in mind, this study was done by generations of researchers.

Summer is here and with it could be new dreams of owning a second, seasonal home. But fulfilling this dream takes attention to detail and a firm vision of your long-term goals. Here are the top 5 issues to explore when considering the purchase of a second home.

For those who give to a charity near and dear to your heart, your desire to specify where your donation dollars will go may jeopardize your ability to claim an income tax deductions. Proper planning is essential, and in this article we discuss how to gain more control over how your donations are used.

When some plan for retirement, a seemingly exciting new phase of life, they might want to double-check their expectations. Here we look at five common misconceptions about retirement. Knowing these upfront could prove useful in your planning.

Many estate plans include a program of making lifetime gifts which has the potential to offer important rewards and benefits. Here are some of these benefits you may want to consider.