It is somewhat unusual to highlight 2026 taxes in 2024, but we are in... [Read more...]
Don’t Buy Into These Inheritance Planning Myths
There are inheritance planning myths that have been in circulation for years. Some people buy... [Read more...]
How To Pick an Executor
An executor is responsible for ensuring your assets are distributed according to your wishes... [Read more...]
Legacy Planning: The Things Money Can’t Buy
A lot of people think about monetary transfers and nothing else when estate planning is... [Read more...]
New Marriage or Partnership? Time for an Updated Estate Plan!
Gerry Turner, the first "Golden Bachelor" and a widower, and his wife, Theresa Nist,... [Read more...]
Settling a Deceased Person’s Debts
An estate is everything someone owns at the time of death. The process of... [Read more...]
Definition of Retirement Lies in the Eye of the Retiree
Retirement can be categorized by stages. Sociologist Robert S. Weiss looked through a prism of... [Read more...]
How To Choose Guardians
I say, "Choose a guardian for your children," and your knee-jerk answer is your... [Read more...]
Avoiding Scams After the Death of a Loved One
When it comes to making money, scammers don’t think about the people they are victimizing.... [Read more...]
Staggered Retirement: Wave of the Future?
Couples retiring together means they can start enjoying all the activities they've been dreaming of... [Read more...]
How To Handle Stepfamilies in Your Estate Plan
Let's say you remarry and adopt your partner's children or have children from previous relationships.... [Read more...]
Do You Want to Discuss Dynasty Trusts?
Dynasty Trusts present a great opportunity to pass significant wealth on to future generations. If... [Read more...]
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