You spend a lifetime earning, saving, acquiring. But the old adage is true—you can’t take it with you. So, what do you do with...
For months now, we’ve been told by the media and by friends and neighbors about all the ways people have been affected by COVID-19....
What to do? What to do? The 2020 presidential election is just around the corner and questions are being asked about how to protect...
Oh, my! I cringe every time I hear that someone has added their kids’ names to the deed of their house as an estate...
My parents were depression-era babies. And like many of their generation who experienced those years of economic desperation, when things improved, they planned and...
No question about it, Americans are living longer. My own family is a perfect example. My great grandfather died at age 65. My grandpa...
The financial world is filled to the brim with planning—financial planning, estate planning, retirement planning, longevity planning—and that only scratches the surface. With all...
Many of us who have lived a while have been conditioned to think that estate taxes are the number one issue when creating an...