Wealth Transfer Strategies to Consider in an Election Year

With the 2020 election almost upon us, taxpayers need to act now before Congress passes legislation...

How Do I Keep My Spendthrift Son-in-Law from Getting the Money I Give my Daughter in My Estate?

My daughter, my only child, recently married a nice man. However, he is not responsible with his...

Can you imagine a millennial with a china hutch?

We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent...

A revocable trust is great for many reasons, but it does NOT protect assets from nursing home...

Despite many attempts at repeal over the years, the modern U.S. Estate Tax has been in place since...

Retirees have a choice about when to claim their Social Security retirement benefits, but for most...

As family members age and require care, the burden of that care often falls on an adult child. For...

Beneficiary mistakes can result in retirement plan assets being transferred to unintended...

Develop a successful transition plan that will provide for you, your heirs and your business.