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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.

October 9, 2019

How Do I Find a Great Estate Planning Attorney?

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While it’s common advice that retirees should avoid borrowing if possible, situations could arise when it will be necessary. Where to turn?

June 6, 2019

Will a Reverse Mortgage Help Me in Retirement?

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Estate planning for a child with special needs can be challenging.

April 23, 2019

Planning for a Special Needs Child

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According to a new report from Kaspersky Lab, more than one in 10 people have now used cryptocurrency to make a purchase. As this number continues to grow, so does the importance of understanding the potential tax and estate planning consequences.

March 28, 2019

Digital Assets in Estate Planning: The Brave New World of Estate Planning

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