Last month, I posted a brief overview of the steps to take after a loved one has died. I tried to be as sensitive as possible and not go...

Successful estate planning requires more than just you. You need to have a strong team, working together toward a common goal: you!

Military families carry so many burdens. As a result, military families need to consider special estate-planning issues that others do not.

Think long and hard before putting one child in the position of being a trustee for their sibling(s). Too many clients insist on ignoring

There are some steps that should be taken soon after the loss of your loved one, although most things do not need to be done immediately. We

Estate Planning Awareness Week is a great opportunity not only to take steps to make sure your own estate plan is up to date, but also to ta

Although many pet owners consider their pets as members of their family, they often neglect to include their pets in their estate planning.

People named as trustees are considered in law as “fiduciaries.” “Fiduciary” stems from the Latin for “trust.” To merit that trust, you must

Today, I am providing information to help you figure out whether you need a trust and, if so, what kind fits your specific situation.

There are several important factors you should consider before making a beneficiary designation for your life insurance proceeds.