Are You Making These Big Money Mistakes?

The more financial errors you avoid making, the more money you'll be able to keep in your pocket—or...

What’s the Best Way to Gift an Interest in My Business?

Gifting interests in a closely held business can be an effective estate planning technique. It can...

Here are a few documents that families will need, if parents are to remain involved in the medical...

My father only designated my mom as an agent on power of attorney forms, and they have not been...

You don’t want to cause a fight over these items, after your dad is gone.

Going straight from a busy work life to ‘retired’ can be difficult, if you haven’t mapped out your...

We often use the euphemism “getting hit by the bus” to begin the discussion and get our clients...

The Great Recession has affected family decisions at every life stage. Get back on your financial...

Sometimes it can be wise (or just pleasurable) to give your assets away, while you're still alive.

For those who need healthcare or long-term care but lack the resources to pay for it, the United...