Blog

An important issue in dealing with wealth transfer for blended families is how the assets flow to the surviving spouse and family members or after

There doesn’t appear to be much doubt that Robin Williams conveyed his estate plans to his family in the years before his tragic suicide last

The late, legendary DJ Casey Kasem’s daughter Kerri Kasem and family members staged a press conference at Stanley Mosk Courthouse in Los Angeles Friday to

Accountants and financial advisors may be breathing a sigh of relief that there were no major new tax-law changes this year, but that doesn’t mean

You’ve read all the New Year’s resolution money-advice articles with their suggestions, sometimes trite, “Skip your morning coffee and save a fortune!” and sometimes vague,

One attorney calls it the “Get out of Dodge plan”—the best way to keep your assets intact before applying for Medicaid to cover nursing home

Fifty-four percent of Americans planned on making a financial resolution for 2015. According to a new poll by GOBankingRates, as reported in the Las Vegas

Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this

Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips

Having enough resources to stop working at some point is on most people’s 2015 financial planning agenda. Still, most Americans have not taken the time

It’s easy to assume estate plans are intended to deal with future concerns: planning for retirement, providing an inheritance for loved ones, planning for Medicaid

Betsy Fisher and her two brothers inherited their parents’ vacation cottage on Michigan’s Big Glen Lake 12 years ago after their father died. They love