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Most families are happy families. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each...

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that...

If you become incapacitated, who is going to take care of you? You will not be able to make medical decisions for yourself and you will...

Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and...

1) Myth: My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality: This is not always the...

While saying the words “I love you” is indeed romantic, you should know that putting together a well-crafted estate plan is a concrete...

The year 2018 was no stranger to natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the United...

Sadly, most Americans are indifferent to estate planning - at best - or completely ignore the issue - at worst. When it comes to estate...

If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A “step...

Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s...

It is common knowledge that everyone needs an estate plan. Primarily, the focus is on assets, taxes, and changes to legislation that may...

2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before...

A resume is a “snapshot” of your experience, skill set, and education, which provides prospective employers insight into who you are and...

The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into full swing. It is the...

Estate planning covers more than just financial matters. Indeed, many use their estate plan to pass along their values as well as their...

To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are a...

You have likely seen several advertisements for reverse mortgages, if you have spent any time watching television or surfing on the...

The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the...

If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in...

If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the...