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Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it is a fact that a...

You have most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even...

This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an...

Although the end of the year can be a hectic time, it is also the deadline for your family to implement a number of key tax-savings...

These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...

As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

When you think about loved ones who have passed away, you probably do not think very much—or even at all—about the “things” they have...

If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...

If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are...

Today we are seeing more and more people getting divorced in middle age and beyond. The trend of couples getting divorced after age 50...

(Originally published July 3, 2019) Photo by Binyamin Mellish on Pexels.com When making a large purchase people do not generally give...

In my last blog, I wrote about how something has got to change. It is true that we are at an apex with the way that Blacks have been...

Protesting in DC “Injustice anywhere is a threat to justice everywhere. We are caught in an inescapable network of mutuality, tied in a...

According to The National Survey of Children with Special Healthcare Needs, 12.8% of children under age 18 in the United States, or about...

Blended or step-families come in all different shapes and sizes. The way that these unique families handle finances comes in just as many...