Age with Grace Series: Stay a Step Ahead of Scammers
Getting scammed can happen to anyone. Many Millennials and GenZs have fallen victim to the CEO-gift card scam at work. That particular…
Joint Accounts with Your Child: Is It Right for You?
In a joint account, each account owner has the right to manage the account entirely, including depositing or withdrawing funds. For seniors,…
Estate Planning Tips for Your College-Bound Kids
Back-to-school season used to mean shopping for detailed school-supply lists, attending family ice-cream socials, completing endless forms . . . and then…
Charitable Planning Is a Two-Way Street
Many of us find satisfaction and purpose in volunteering our time and expertise or donating to worthy causes during our lifetimes. With…
Family Business Succession Planning: Protect Your Legacy
Owning a family business comes with unique challenges and rich rewards. It takes a special family—and strong relationships—to venture down this path…
Allocating Your Assets: When Fair is Not Equal, Talk with Your Kids
Perhaps—if you’re taking care of estate planning early in life, for example—dividing your estate into thirds for your three children works. The…
Your First Estate Planning Appointment
Congratulations! You’re ready to begin the estate planning process. Preparing for your initial appointment will help you and your estate planning attorney…
Take Charge: With an Estate Plan, You Call the Shots
What is an estate plan? An estate plan may sound like something fancy, but it’s just a name for the legal documents…
Estate Planning: How to Choose Your Fiduciary
Selecting who you want to handle your affairs when you’re no longer able to is an important decision. An Executor is the…
Planning Strategies for Retirement Plan Assets: The Retirement Plan Trust
Your retirement plan assets are likely some of the largest assets you own. Because retirement plan assets are subject to complex regulations,…
