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Studies[1] have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among...

While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,”...

When you met with an attorney a few weeks ago, perhaps all you expected was a simple will. Maybe you thought that, with your situation,...

In case you missed it, according to the National Association of Home Builders, May is National Home Remodeling Month. Many people...

The chances of a married couple dying in a common accident or within a very short time of one another are probably quite slim. However,...

According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up...

One common storyline in Hollywood movies is the rich father disinheriting the family outcast. The story usually traces the child’s...

Your retirement account provides asset protection during your lifetime, but as soon as you pass that account to a loved one, that...

Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise....

Although spouses receive special treatment when inheriting a retirement account such as an IRA (the ability to roll over the account into...

A complete estate plan should capture your wishes for how all of your property will be given away at your death.

When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect...

One of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (JTWROS or joint...

Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business...

Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The...

The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied...

“That’s not fair!” In many households, this is the common refrain of children as they advocate for themselves or express what they feel...

Estate planning is not just about what happens when you die. Proper estate planning takes into consideration all aspects of your life and...

Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get...