Revocable Living Trusts have become a very common estate planning technique. A Trust can replace a Will because it outlines how your assets are...
For all the years I’ve been helping clients plan retirement, death has always been the 500-pound gorilla in the room—the variable you have to...
Late rock star, Prince, once sang, “Money didn’t matter yesterday and it sure don’t matter tonight.” That may have been Prince’s attitude toward money,...
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
The mention of estate planning usually evokes thoughts of a will or trust. But there are other documents that should always be part of...
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...
If you’ve been gifting money each year to people you love, or using gifting as a planning tool, it’s about to get even better....
A loved one has died and you’re in charge of settling the estate. There’s a long checklist of things that need to be done,...
A long-time, highly effective estate planning tool is gifting which takes several forms, the Annual Exclusion, the Unified Credit, and the Generation Skipping Transfer...