Life is unpredictable and circumstances are constantly changing, whether planned or not. It can be difficult to know exactly when you...

Many people are not aware that it is possible to avoid the probate process with proper estate planning. Probate is the legal process of...

Long-term care planning isn’t the easiest topic of conversation and few of us want to consider the consequences of aging. Having this...

Older adults who have been saving their whole lives may discover that the cost of staying in a nursing home or other facility will just...

If you or a loved one is aging, you likely have many questions regarding Medicare, Medicaid, long-term care, end-of-life decisions and a...

Do you have concerns about the future of your business? Estate planning for you and your business isn’t something you should ignore. If...

The Coronavirus (COVID-19) has changed the way we live. From how we work to how we communicate, we are all trying to navigate change and...

From our hearts and homes, we hope you and your families are well and managing as best as possible during these unprecedented times....

Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs,...

A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This...

The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes,...

In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level: Connecticut, Delaware, District of Columbia,...

A coherent strategy for the transfer of assets is, of course, crucial to the success of any estate plan. But our best-laid plans will...

When used properly, trusts can provide significant advantages to even the smallest estate. Given the numerous types of trusts, this...

Definition of Estate Planning According to the American Bar Association, Estate Planning is a process by which an individual designs a...

Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute...

We use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can...

Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning...

So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing...

In Part One of this series on wasting money, we looked at housing, interest and transportation--areas in which you or your loved ones may...