Most of us are guilty of wasting money in one way or another. Often we are so busy that we pay too much for convenience, and we don't...

Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children - both minor and adult...

It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. A true cost comparison should...

If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse will still inherit your...

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper...

A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower...

Bill Gates, Warren Buffet and over 50% of the Fortune 400's The Richest People in America list have decided to give away their wealth for...

Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about...

Many young families put off estate planning because they are young and healthy, or because they don't think they can afford it. But even...

Why should newlyweds care about estate planning? Because everyone - young or old, married or single - needs to protect themselves and...

With 2015 right around the corner, it's time to start thinking about your new year's resolutions. It doesn't matter whether you have an...

With the end of 2014 fast approaching, now is the time to take a look at your year-to-date retirement plan contributions to see where...

TIP #5 Don't let the chaos of the holiday season prevent you from avoiding federal gift tax by making 'annual exclusion' gifts, medical...

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the...

One area of planning that many people overlook is making sure their mental disability plan is up to date. Three Areas of Your Mental...

One area of planning that many people overlook is their beneficiary designations. Have You Checked Your Beneficiary Designations Lately?...

With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the...

When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However,...

On June 12, 2014, the U.S. Supreme Court--in a unanimous decision--ruled that Individual Retirement Accounts (IRAs) inherited by anyone...