Constructing an appropriate estate plan requires a substantial investment of time, money and emotion. Once the documents are finalized, they often sit in a drawer and are forgotten, an item checked off a to-do list.

The process of estate planning can be time consuming and intimidating, forcing you to confront potentially uncomfortable issues and your own mortality. When you have completed this process ...

The Tax Cuts Jobs Acts was voted into law in 2017. It had been the most significant tax cut since 2001 when former President George...

Losing a parent can be one of life’s most difficult experiences, at any age. There are often time-sensitive and practical matters to attend to during what is sure to be an emotionally overwhelming time.

All the numbers that you'll need for 2021 to stay on top of your taxes, retirement planning, education planning and RMDs are organized here in an easy to follow format.

As we close out 2020, it’s time to get organized and assess your investments after a very volatile year. You want to start 2021 off right by taking stock of your goals, objectives, and risk tolerance...

What estate planning means to you specifically depends on your stage in life and your circumstances. To help you understand what estate planning means to you, the following “life stages” address various estate planning...

If you have switched jobs, become a new parent, been divorced, or survived a spouse or even a child, your current beneficiary designations may need...

With current interest rates at near historic lows, and demand with traditional lenders at all-time highs...

This handy financial checklist can help widows and widowers determine which tasks to tackle first when losing their loved ones.

If you have children or grandchildren you can start providing them with a little something for their future by drafting your last will & testament today.

Unraveling the financial details of someone who's deceased can be a long and difficult road. Reduce your frustration by following these 10 steps.

A post-mortem letter is not meant to replace a Will and is not a legal document, but it can provide a family with instructions during a very emotional time. This advanced planning and consideration is a gift that you can provide your family as to your last wishes and to help alleviate any stress on next steps.