Although we are still in the midst of winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), but there have also...

After a long, cold winter, many of us—from the young and to the more mature—are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling...

Spouses often work together to build wealth for themselves and their children. Congress recognized this by enacting the gift and estate tax portability election as part of the 2010 Taxpayer Relief, Unemployment Insurance Re-authorization, and Job Creation Act...

The end of the year is a great time for you to think about donating to charity. While most people think of donating cash or financial accounts, donating property can be advantageous as well.

Cars

A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to lose weight, spend more time with friends and family, eat healthier, learn a new...

You may associate the month of December with giving holiday gifts, but it is also a great time for you to think about the valuable estate planning opportunity presented by year-end gift giving. Learn about several advantageous...

Surviving High Inflation

With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some level of distress as you watch the steady decline in your purchasing power, you do not...

Failing to Appoint Trusted Decision Makers

While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror films ever, I Care a Lot is the stuff of real-life nightmares. The movie I...

What Happens if Your Account and Property Ownership Do Not Match Your Estate Plan?

Have you been lulled into a false sense of security because you have “done” your estate plan? Unfortunately, one of the dirtiest tricks that...