When Congress avoided the fiscal cliff, it presented new opportunities for charitable giving from IRAs.  Find out how. The tax law...

Start the New Year off right by updating your critical estate planning documents. Find out what you should be looking at. Most of us use...

The most effective way to optimize the transfer all of your personal and real assets to your heirs upon your passing is to plan for the...

Tax planning, estate planning and financially planning are often easily confused, and sometimes considered to be one and the same thing....

Sounds intimidating, doesn’t it? When you say “Advance Medical Directive” (or AMD), it has a very formal, very legal ring to it. While an...

If you or a loved one is sick or ailing, who will take care of your affairs? Who will take care of the financial obligations such as...

When it comes to planning your future, have you considered a future that you’re not a part of? So many people plan for retirement, but...

Have you thought about what you would do if the worst was to happen and you were to suddenly pass away? The stress of losing a loved one...

Change is just a part of life. From changing the laundry detergent that we use to changing the kind of car we drive, the possibilities...

This is a great twist on the old saying “Where there’s a will there’s a way”! If you enjoy this graphic please share it with others....

A revocable living trust, or RLT, is one of the most powerful tools available today for estate planning professionals. When properly...

A living will , also be known as an advance health care directive, have become popular as more and more people realize the importance of...

An advance medical directive is part of a family of directives with different names, including a living will, all with similar goals. The...

Understanding guardianships is critical to anyone who is planning for the life of their child or dependents after they are gone. And...

It’s a common question we get – is elder law the same thing as estate planning?  The simple answer is no.  Elder law tends to deal more...

Planning your will is one of the best things you can do for your estate, as well as for your heirs. The question is what is the first...

When someone passes away, the last thing the family members and loved ones want to do is start on a long, drawn out process to settle the...

We’ve all seen the commercials where the family is gathered around an attorney’s desk listening to the reading of a loved one’s last will...

A revocable living trust is a type of legal document that is a part of an overall estate plan. A trust is a legal “place” where you can...

An advance health care directive, formerly referred to as a living will is a way to give you advance control over your health care...