The older we get, the more critical it is to ensure our affairs are in order and have an estate plan. But what exactly is an estate plan, and what should be included?

Did you know you could store and organize your most important documents in a secure, accessible way? Discover the advantages of a digital safe deposit box with this quick guide.

Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.

Last month my father passed away at the age of 93. While it was a sad period for me and my family, the good news is that he lived a very full and happy life.