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Whenever clients ask if they need to update their will or trust, the first question back to them is: “When was it created?” If they

When life gets busy it’s easy to become more passive about managing your bank accounts and credit cards by letting receipts, bills and statements pile

There was one estate planner who had a stroke of marketing brilliance a long time ago.  He or she decided that we should call death

Money isn't everything, but it keeps the kids in touch. Though I say that jokingly, I do want you to take estate planning seriously.  Most

Few people get excited about doing estate planning, even though they might recognize the importance of leaving a legacy for their children and grandchildren. If

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

Fewer estates are subjected to the federal estate tax than ever before. The Brookings Institute estimates that only 1 in 700 taxpayers end up paying

The House voted last week to repeal the estate tax, a longtime priority of Republicans that also spurred Democratic charges that the GOP is in

Many Baby Boomers are neglecting a key part of their retirement plans — creating an estate plan. And while death is not a pleasant thing

While there is nothing that can guarantee that you will have sufficient money to cover all potential costs in retirement, there are certainly some common

You're probably well aware of the need to orient your investments toward retirement, but you might be less aware of the need for an estate

For unmarried couples, making a will is paramount, especially if they are sharing a home owned by just one member of the couple. If the