Blog

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

Rubin Frels is considered by some as the "godfather of movies in South Texas." His parents met at the Theatre Victoria, built in 1913. Frels

Estate planning allows you to decide how your assets should be distributed upon your death. In essence it allows control from the grave! And a

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

“Planning for death is a morbid thing to do,” admits Kelli Gardner, an estate attorney in Portsmouth. “People don’t like to deal with unpleasant things.”

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

Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. "You've had a lifetime of solidifying your

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

Rachel Lake had worked with financial planners before, but the relationship didn't click until the Millennial began working with an adviser who focuses his message,