Do your parents have an estate plan? Is it up to date? No matter how rich or poor you or your parents are, especially in the wake of the...

In my previous article I talked about what to take into consideration when you’re planning for your pet’s care, in the event of your...

While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore....

If you have pets, my guess is that you love them as much as you do your children, but I’m also guessing that you have not provided any...

In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true...

A last will and testament can ensure your wishes are respected when you die. But if your will isn’t legally valid, those wishes might not...

As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30...

Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death....

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it could have big...

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the...

The Tax Cuts & Jobs Act (TCJA) made sweeping changes to exemptions, deductions, and credits for your family’s federal income taxes. But...

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a...

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation...

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation...

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique...

As we head into the peak of the holiday season, you’re likely spending more time than usual surrounded by your family and friends. It’s...

Watching your kids leave home to attend college or start their career can be an emotional time for you as a parent. On one hand, moving...

Last week, we shared the first part of this series on the dangers of do-it-yourself estate planning. Here, we’ll look at how online legal...

Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. From Legal Zoom® and Willing.com...

As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax...