We looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your...

It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...

Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...

In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and...

Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target...

You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality...

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....

Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing...

If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...

Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to...

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...

Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended...

If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t...

I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning...

As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...

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...