Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...

This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...

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

You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...

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

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...

2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax...

Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to...

Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet,...

November 6, 2020 is “National Love Your Lawyer Day,” which started in 2001 as a way to celebrate lawyers for their positive contributions...

In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, in a helicopter crash...

Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for...

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve...

Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by...

In the first part of this series, we discussed how some professional adult guardians have used their powers to abuse the seniors placed...

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

If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to...

When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is...

In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical...

Whenever the topic of estate planning comes up, people invariably mention creating a will. And with good reason—having a will is a...