Nobody wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings can make their way into the...

Here's what you need to know about planning your estate under the incoming Trump administration and Republican-controlled Congress. For starters, Here are several of the proposed changes from Trump’s tax plan  that we will potentially see rolling out during his...

  Most, if not all, people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off your...

Anyone who wants to leave a long-lasting financial legacy for their family needs more than a financial plan, which is only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s look...

As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper...