There are five words you never want your doctor to say: “Get your affairs in order.” But it happens. And unfortunately, 58 percent of Americans do not have a will or trust in
estate planning and trust administration
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You may think that your estate plan is something you already checked off your to-do list years ago. But the truth is that it’s not realistic to think that something you drafted years
No one wants to think about what would happen to them if they became incapacitated, but it’s a critical plan to have in place for your own welfare and the welfare of your
What changes will we see to the tax code in the near future? At this point it is all speculation but don’t let that prevent you from making tax-free annual exclusion, medical-payment, and
The American family has changed quite a bit over the last few decades, and assumptions that a couple will share bank accounts, tax obligations or even last names can be thrown out the
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. There is no question that doing so can be a powerful way to
The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare you for such a loss. However, dealing with the financial stress of
Estate Planning is not just for the elderly. It’s not just for the wealthy. Estate Planning is for anyone who wants to protect their family and legacy after they’re gone. But everyone’s Estate
The bad news: When a deceased person’s estate (which is simply a term referring to all of their money and property) has to go through probate (the court-supervised process of distributing a deceased
It is not uncommon for couples to enter into marital agreements stating what property is separately owned by each spouse and the property rights each spouse will have in the event of separation,
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