Your retirement account provides asset protection during your lifetime, but as soon as you pass that... READ MORE

Although spouses receive special treatment when inheriting a retirement account such as an IRA... READ MORE

The death of a loved one is never easy. Regardless of your relationship with... READ MORE

For decades, common financial planning wisdom has encouraged almost all-American workers to maximize their contributions... READ MORE

Making plans for your money and property after you pass away is not the most exciting thing to do. It involves... READ MORE

It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However... READ MORE

The good news: Many of these probate costs can be reduced by avoiding probate. It’s really that simple. Here are three simple ways to...

For many people, a revocable living trust is a valuable tool to ensure that their finances are well managed during periods... READ MORE

Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of... READ MORE

Despite the uncertainty that has accompanied the COVID-19 pandemic and that still lies ahead, one thing remains certain: Most... READ MORE