Blog

Congratulations on the purchase of your new home. Whether this is your first home or an upgrade/downsize, the purchasing of a home is a...

Twenty years ago, the Roth IRA first became available to investors as a financial tool for their estate planning needs. These accounts...

Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not want to...

Your children are your pride and joy. It is no surprise that at some point or another, every parent likely becomes concerned about who...

There are many software programs, as well as websites, that sell do-it-yourself estate planning documents. These websites and form tools...

Consider this story. Beth’s divorce from her husband was recently finalized. Her most valuable assets are her retirement plan at work and...

Most parents want to make sure their children are provided for in the event something happens to them while the children are still...

Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we...

Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many opportunities to give gifts to...

In the event of your untimely death, the manner in which your beneficiaries -- or those people who receive your assets from your estate...