Estate Planning

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your

If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.

The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could

Thinking about donating? Think of these choices.

POAs and other advanced directives are becoming more important.

Some potential benefits of the Securing a Strong Retirement Act.

In this age of marriage equality, there are new possibilities.

Special considerations for a complex situation.

Divorce doesn't mean you can't thrive afterward!

This is for anyone thinking about how to bring your financial lives together and “marry assets?”

Do you know what has changed for I.R.A. beneficiaries?