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In part one, we explained how revocable living trusts and irrevocable trusts work. We also discussed the process of transferring the...

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...

If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or...

With people living longer than ever before, an increasing number of seniors require long-term healthcare services in nursing homes and...

When I think of life insurance, I think of it as one of the most important aspects of my financial life.  If something were to happen to...

If you are looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...

In today’s highly litigious society, you are at near-constant risk for costly lawsuits—even if you have done nothing wrong. This is...

Life insurance is a key component of your family’s estate plan. It offers those who depend on you for their financial security a safety...

You might think that only the super-wealthy need to worry about asset protection planning. But the truth is that if you do not have...

Estate planning is generally a deliberate and well-thought-out process that is carried out throughout the life of the person doing the...

Estate planning is not a one-and-done type of deal. Your plan should continuously evolve along with your life circumstances and other...

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...

If you are running a business, it is easy to push estate planning to the latter end of the ever-growing priority list. After all, if next...

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

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

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

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

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...

Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...