Wow! Thanksgiving is next week! 2019 is just around the corner. I remember looking forward to ending 2017 and anticipating the arrival of...

Strategic Planning Guidance in Light of the Midterm Results Estate planning is meant to be an ongoing process, not a one-time...

With the passage of the Tax Cuts and Jobs Act in December 2017 (effective January 1, 2018), the 2018 tax season is going to look a little...

Trust fund kid: the term conjures up images of entitlement, snobbery, and pastel golf shirts. Daddy’s spoiled little brats account for...

Considering the myriad of trusts available, creating an estate plan that works can seem daunting. However, that is what we, as estate...

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon...

If you are recently married or have been married and are acquiring additional assets, know that you have options when it comes to how the...

For richer or for poorer, in sickness and in health. It is that time of year – the time for beautiful weddings, fun receptions, delicious...

Now is the perfect time to start working on an estate plan—because, as newlyweds, you may not have a list of your accounts, but you have...

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs....

When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs -...

“ I know for a fact that this is not what Karen would want!” said Karen mother. Karen was a single mother of a 5 year old daughter. Her...