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...

Maybe you, like many of us, have been raised to think that the safest way to live in the working world is to have a good career and a...

The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have. It brings to mind...

Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19...

If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how...

Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This...

As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order...

There’s no doubt that your parents have survived frightening world events, whether that was World War II, the war in Vietnam, nuclear...

While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore....

As you no doubt already know, on January 26, 2020, basketball legend Kobe Bryant was killed in a helicopter crash on a wooded hillside 30...

In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning....

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the...

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique...

In our last blog, we shared the first part of this series on the dangers of do-it-yourself estate planning. Here, we’ll look at how...

Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. From Legal Zoom® and Willing.com...

Following the death of the policy holder, the way in which proceeds from a life insurance policy are paid to the beneficiary (or...

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...