Blog

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...

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...