If you’ve recently moved, you likely have a lot on your mind, whether its packing and unpacking, purchasing furniture, or finding a new plumber.  One thing you should not let fall through the cracks is your estate plan.    Like other major life changes —the birth of a child, a divorce, or a partner’s death —  […]

The New Year stands before us like a chapter in a book waiting to be written. We can help write that story by setting goals. Our goal for the New Year is to continue to bring you interesting and informative content that you can use to strengthen your estate planning house and bring peace of […]

Here are a few documents that families will need, if parents are to remain involved in the medical and financial affairs of a child who has reached adulthood.

When the ‘Queen of Soul’ Aretha Franklin died last year, it was believed that she hadn’t prepared any kind of estate plan, including a last will and testament. However, a few months ago, three handwritten wills were found in her home near Detroit. Two were in a locked closet and one was stuffed beneath the cushions of a couch!

Estate planning is a critical part of financial planning, but something many Americans procrastinate about. Drafting a will and a health care proxy or power of attorney, maybe creating a trust, and maximizing your loved ones’ inheritances by minimizing taxes are all important matters you don’t want to leave to chance.

You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.

To care for one another, many retirees are living together.

As the next generation buys out, is gifted, or inherits the farm, what are frequent sticking points that arise?

A well-executed estate plan is a thing of beauty – but make sure you aren’t neglecting some of the equally important parts of the process.

A family from the United Kingdom has made international news, as a result of an alleged will forgery fueled by a mother-in-law’s disdain for her daughter’s husband.