We all know there are differences between employer and employee. Well, have you ever considered how those differences impact retirement...

Baby boomers - we are the first generation tasked with the responsibility of planning for and funding their golden years. This...

Incapacity planning for business owners is an indispensable component of your plan. Most business owners have their estate planning...

Like all things, tax laws are constantly changing. Together, we need to respond quickly and strategically to the new developments in the...

The entrepreneurial life is profoundly demanding. In theory, the idea of “being your own boss” sounds empowering. In practice, running a...

Before I begin, Happy Birthday to my first love, my beautiful and wonderful mom, Iris Newman! Love you with all my heart and soul! Keep...

Estate Planning for People Living Together, Bachelors, and Bachelorettes I feel strange as I write this article. In two days (as long as...

Poor estate planning is a recipe for disaster. Look no further than Dickens’ Bleak House—or a telenovela (a.k.a., soap opera)—to witness...

Remember the Brady Bunch? Everything in their life always seemed to work out just fine in the end. But, what would have happened if one...

Planning With an Aim Towards Building Unity Battles over the validity or terms of will or trust wreak havoc on families (I represent a...

When it comes to estate planning, you probably think of wills and trusts. But there are three other estate planning documents you should...

Congratulations on welcoming the newest addition to your family. Being a new grandparent changes everything -- including how you approach...