Making lifetime gifts can have significant benefits — even if your estate isn’t taxable under the current rules. Let's take a look at gifting and your estate.
If you're part of a business ownership group, a buy-sell agreement will help you ensure your "pride and joy" continues after you leave or sell the business.
What happens if illness, injury or age-related dementia renders you unable to make decisions or communicate your wishes for health care or financial affairs?
A HSA is a personal savings account used to pay for medical, dental, vision, and other qualified expenses pre-tax. Here are five ways to maximize yours.