Estate Planning

A Guide to 529 Plans

Oct 30, 2023

If you have looked into ways to save for a child or grandchild’s education, you have probably come...

Women’s Unique Aging Considerations

Oct 12, 2023

Old age is not for sissies. -Bette Davis Getting older, as the saying implies, has its share of c...

What Are the Advantages of Utilizing a Dynasty Trust For Multi-Generational Asset Protection and Estate Planning?

Oct 08, 2023

A well-designed dynasty trust can be an essential estate planning component for families wishing to ...

Are There Benefits to Using a Qualified Personal Residence Trust to Minimize Estate Taxes?

Oct 07, 2023

For individuals who own their home or even more than one residence, a qualified personal residence t...

5 Tips for a Healthy Doctor Appointment

Sep 19, 2023

Whether you’re the type of person who has your annual health checkup months circled on the calenda...

Spotlight on Bruce Willis’ Incapacity Planning

Aug 25, 2023

Most people understand that dementia can happen to anyone, but when it strikes someone we know, or f...

Supporting a Favorite Charity in Your Estate Plan

Aug 25, 2023

As people age and begin to realize that more of their lives may be behind them than ahead, they natu...

5 Things to Take Care of Before Your Kids Go Off to College

Jun 20, 2023

Graduating from high school and looking toward college years is an exciting time for teenagers (even...

Estate Planning for Business Owners

Mar 29, 2023

If you are a business owner, three things are probably true of you: your business is a source of pri...

Setting up a Trust Fund for Kids

Feb 28, 2023

It’s a question we’re hearing more and more: “Should we set up a trust fund for our kids?” I...