Caught in the Middle: If you find yourself constantly juggling the needs of your aging parents and the demands of your own children, congratulations (and commiserations) – you're part of the Sandwich Generation . It's a demanding place to be. You’re the linchpin, the primary caregiver, the financial support system, and the logistical coordinator for two generations simultaneously. With so many immediate plates spinning, it’s easy to push the less urgent, yet critically impo

It's important to understand when tax issues become relevant in estate planning. Revocable living trusts are cornerstones of many robust...

Despite the taboo of planning for your mortality, not having a plan is actually what's most harmful. In America, about two-thirds of...

When we think about investment opportunities, creating a revocable living trust might not be the first idea that pops up. Yet, in the...

When it comes to planning the distribution of your assets after you pass away, avoiding probate is vital. The probate process in...

When planning your estate, the type of trust you choose can have a huge impact on how your assets are managed and passed on after you are...

Inheriting an Individual Retirement Account (IRA) can be both a blessing and a challenge. The process comes with important financial...

Losing a loved one is a difficult time, and it can feel overwhelming to manage their financial matters. Among the important tasks is...

Without an estate plan, families could face many challenges such as high fees, probate processes, family conflicts, and stress.

There is no minimum property requirement to make a will or trust. Avoid probate and make sure your family is well protected.

Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?