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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...

If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously),...

Every day we make hundreds of decisions-- from what to eat for breakfast to where we go on vacation. But, what will happen if you can’t...

What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit...

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

If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the...

If you are preparing to send your son or daughter off to college, you may be wondering how their first semester of school will go. During...

Did you ever wonder what happens to your digital footprint when you pass away? Well you should, particularly if you are part of the 77...

Why Incapacity Planning for Business Owners is an Indispensable Component of Your Plan Most business owners have their estate planning...

Poor estate planning is a recipe for disaster. Look no further than Dickens’ Bleak House—or a telenovela—to witness the tragedy and...