Most families are happy families. They get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings bubble to the surface, and the once-happy family is now embroiled in litigation over the decedent’s estate….

Death is a costly business. Aside from funeral expenses, legal fees can take a big chunk out of how much is left for your loved ones after you’re gone. But it doesn’t have to be this way. Careful planning can minimize the legal fees your loved ones will pay after you die. Here’s how: Make…

The holidays are right around the corner, bringing the joyous season of gathering with family and loved ones into full swing. It is the time to slow down, get caught up with loved ones, and enjoy the family and experience quality time around the dinner table. It is also a great idea to take this…

While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective in 2018. As a result of…

With the fall season upon us, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not only is it flexible…

Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency. Cryptocurrencies are attractive because they are unregulated, decentralized, and anonymous. While secrecy is useful in some areas of life, when it comes to estate planning it can lead to disaster. Indeed, your entire cryptocurrency investment can…

Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes individuals born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial transition, many are learning that they have made some of the most typical estate…

For many employees, saving for retirement is usually a matter of simply participating in their employer’s 401(k) plan and perhaps opening an IRA for some extra savings. But, when you’re the owner of a business, planning for retirement requires proactivity and strategy. It’s not just the dizzying array of choices for retirement accounts, there’s also…

Approximately half of America’s population over the age of 18 are not married. While much of the discussion involving estate planning focuses on married couples, this topic is just as important for a single person. In fact, many times it’s even more important that a single person have a well-coordinated estate plan because the default…

No one enjoys discussing death and dying, yet it’s an inevitable event in everyone’s life and a time for which we know we need to prepare. While many people have the desire to share their wishes, something often prevents people from openly communicating with their families. As an important part of estate planning, desired healthcare…