Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...

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...

If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...

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

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

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

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...

Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...

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...

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...

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

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

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