The National Funeral Directors Association says 62.5% of people believe that it's important to talk...
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Everyone Needs Advance Healthcare Directive, Durable Power of Attorney
One in three seniors dies with Alzheimer’s or dementia. The best way to plan for your own end of...
What Do These People Know about Retirement that You Don’t?
In fact, 18% of both baby boomers and Gen Xers expect to work past age 74, according to...
Second Marriages Need Plan to Protect Children, New Spouses
According to a study by the Pew Research Center, remarriages are on the rise. Four out of 10...
What Happens When a Relative Sells a Home They Inherited to another Relative?
My mother recently died, leaving a house to my three siblings and me. We had the house appraised in...
Why Should I Pair my Business Succession and Estate Planning?
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring...
How Much Does the Average Empty Nester Give Their Adult Children?
The average empty nester shells out $254 a month to financially support their adult children.
If My Mom Wants to Give Me Her House, Is It Better to Inherit or Buy It?
It is very common for parents in later years to consider gifting their home or other real estate to...
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...