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

You may be attracted by “out of the box” business opportunities offered by sellers that promise immediate success, but do not be fooled.

Making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many

It DOES matter when you opt-in to take your social security benefit. Between the age of 62 and full retirement, your benefits increase by ab

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.

We want to help to anticipate as many nuances as possible, to ensure that when you need assistance, your documents will be there to avoid gu

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