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“Family conversations about money are almost always difficult, particularly the topic of estate planning.” To learn more about this and to find some strategies to

Business Wire’s recent article, “Millennial Women Face Significant Gender Gap in Financial Wellness,” says that the 2016 Gender Gap in Financial Wellness Study quantified the

The North Carolina Senior Tar Heel legislature (NCSTHL) met recently in Chapel Hill for its final meeting of 2016. The committees discussed resolutions and established

The (Fort Worth TX) Star-Telegram recently published an article, “Elder care attorneys can help with long-term care, Medicaid.” The article explained that this segment of

While considering your long-term investment goals, meet with your team of professional advisors to look at any issues or changes that could impact your typical

Everyone’s busy with families, careers, home-buying, and then one day, college for the kids. It shouldn’t be too surprising that retirement planning takes a back

A living trust is a legal document that holds title to your assets for your benefit (and likely with you as the trustee) while you’re

“Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location,

Your estate plan may be aging as we speak. It could be getting obsolete and not reflect your current circumstance, objectives, and desires. As the

Many family-business owners aren’t sufficiently prepared to transfer their businesses. There are several reasons why business transition planning is critical for business owners who want

You can use the details on Form 1040 to spark discussions about much more than tax planning with your estate planning attorney, says CNBC, in