Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...

Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop aro...

Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or...

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous...

In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on...

If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a...

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an educat...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an educat...

All adults over age 18 should have this document in place—for all but a few people, creating a will is just one small part of an effectiv...

If you have already prepared your will, congratulations—too few Americans have taken this key first step in the estate planning process. ...

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity...

Asset Protection through Estate Planning You might think that only the super wealthy need to worry about estate planning and asset...

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...

As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left...

When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left...