A big question we get is how long should you maintain tax returns and supporting documentation? As the year ends and you prepare for your 2016 tax return, here is some good advice
Call me old-school, but it seems to me that legal services, such as estate planning, should involve a personalized continuing relationship, not a single disconnected transaction. Estates, and their planning, can change over
The death of a loved one can be shocking, painful and stressful. Although we all wish that the time immediately after their death could be spent grieving and spending time with family, there
When Slade passed away two years ago, he left all of his assets to his wife, either through beneficiary designation or jointly owned property. The two had worked hard and had been married
I often hear people say they don’t need an estate plan because all of their assets are held jointly with their spouse or with one or more of their children. Although this seems
One thing that has stood out to me during my career is that guys are pathetic when it comes to living alone. Statistics show that a large percentage of men who lose their
Starting a business is a complex process where business relationships, partnerships, legal and tax issues must be taken into account. When two or more people enter into a business relationship, they each bring
Over the past ten years, Individual Retirement Accounts (IRAs) have become the primary tool for many people to manage their individual wealth. Because of the amount of money put into these accounts and
Recently the Wall Street Journal published an article that stated only 10% of the adult population has a plan for a lifetime disability or for distribution of assets at death. This is pretty
A few weeks ago in our blog, we discussed how to fund a living trust. To recap briefly, a living trust is basically a container with very specific instructions for how to handle
