Educate and update your extended family about your wealth transfer goals and the plan you have put in place to achieve these goals.

Do not let constant political and financial speculation prevent you from making tax-free annual exclusion, medical-payment, and educational

Whether you have inherited your wealth or have built it yourself, you likely want to share this wealth with the next generation and beyond.

the largest contributing factors to generational loss of wealth are a lack of communication and trust among family members and the failure t

Four Things to Make Your New Job a SuccessCongratulations on your new job! Getting a job begins a major chapter in your life. As you navigat

How the Employee Onboarding Process Can Affect Your Estate Starting a new job is an exciting new chapter in your life. Depending on your com

Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed...

questions and answers about estate planning and how estate planning, or the absence of an estate plan, may impact your life.

According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up...

When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and...

Caution: Creditors Are a Threat to Inherited Retirement Accounts

Five Reasons to Protect Your Retirement Accounts Now

The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close...

Don’t Let Creditors Inherit from You or Your Spouse

How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and...

When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...

Estate Planning: 3 Reasons We Run the Other Way

Revocable Trust v. Irrevocable Trust: Which is Best for You?

Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us,...

Myths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...