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As we approach the final months of 2014, it’s once again time to consider year-end tax, estate, and financial planning issues.   A recent article

This article gives the example of a businessman who had named his son as the nominee in all his investments. Since the son was managing

Selecting the executor of your estate or a trustee is one of the most important decisions in estate planning.   A recent Investing Daily article,

More than 5 million people live with Alzheimer’s, and that number, absent a medical breakthrough, could reach 16 million by mid-century. Medical research confirms one

When is an individual retirement account not a retirement account? When the Supreme Court says so. In a unanimous decision in June, the Supreme Court

Thanksgiving weekend is a time to reflect, visit family, and of course, eat your fair share of pie. And while we may be thankful for

The Internet is a wonderful tool for so many areas of life. However, drafting legal documents is not necessarily one of them. While it may

An awkward part of estate planning is telling your kids how much — or how little — they’ll get. Here’s how a financial planner can

Too often, the need for the most basic estate-planning documents is overlooked or misunderstood. While many people would admit they should have a will, 50

A living trust has advantages that a will can’t offer, so you may want to keep both. A revocable living trust is similar to a

The murkiest part of estate planning is discussing when and how to distribute your assets to your heirs. This process requires a series of considerations

There are a multitude of mistakes that people make when it comes to putting together their wills. These include naming of executors and custodians, trying