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Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their

Most people's most important asset is their home, and protecting it is always a priority. In your retirement, though, the threat of huge, unexpected medical

While the federal estate tax exclusion is currently larger than it has ever been at $5.43 million for individuals and $10.86 million for couples because

For years, Patrick Severo didn’t understand why people were so reluctant to talk about estate planning. Then the 55-year-old father of three went through the

Drawing up a will can be an emotionally taxing process. But it’s one that becomes especially difficult when a spouse is left to cope with

With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace

It’s vitally important for everyone to have a plan for their estate, but in the absence of a well-crafted plan, women can be affected more

When WGN-TV reporter Randi Belisomo lost her husband Carlos to colon cancer in 2010, she couldn’t fix the cable because he was the only one

When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked

A watershed demographic event occurred in the past few years, although without much notice: For the first time in U.S. history, there are more people

Living longer changes the dynamics of financial planning. Old age can be very expensive. Everyone is different and there is no way to predict the

Help is on the way! Let’s meet the team members who are there to help you to be a great fiduciary, or for you to