Managing your estate, regardless of the size, begins with working with an expert to help give you greater control, privacy and security of your legacy – the one you worked so hard to build. The ...

Documents and directives are a part of modern life. You might have documents proving you own your house, showing the terms of your mortgage and detailing the agreement for your credit card.

You might have documents proving you own your house, showing the terms of your mortgage and detailing the agreement for your credit card. You might have a prenuptual agreement, a divorce decree or ...

The most important part of your estate plan isn't about taxes, investments, gifts, or other financial issues. The priority of every estate plan, for people of every age, is the medical care ...

The Office of Personnel Management wants to convert its retirement-related documents into electronic form, but it's no small task: There are about 8 million pages to be digitized. As part of a ...

What do you do if you need spousal consent for a retirement plan distribution or loan physically witnessed in the age of social distancing? Technology, and the IRS, to the rescue!