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

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...

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...

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...

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...

Whether it is to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

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...

As a parent, you are likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...

Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...

Last week, in part one of this series, we explained how the probate process works and what it would entail for your loved ones. Here in...