Estate Planning

Americans are the most generous humans on the planet. In 2021, we gave nearly five hundred million dollars to about 1.5 million charitable organizations. The charities that received all this money are vital to the many critical programs that ourREAD MORE

Not long ago, an executor’s job was relatively straightforward. By taking a physical key, unlocking a physical lock, rummaging through a couple of kitchen or desk drawers, an executor could have most of what would be needed to wind upREAD MORE

There are few things more difficult than coping with your spouse or parent passing away. On top of the emotional strain of this difficult time, you also may find yourself planning a funeral, tending to final wishes, and dealing withREAD MORE

The SECURE Act of 2019 is the largest retirement reform law since the Pension Protection Act of 2006. This sweeping legislation changed many of the rules around retirement savings in America. One of the more significant changes affects beneficiaries ofREAD MORE

Are revocable living trusts necessary? You may wonder why you should go through the hassle and expense of creating and funding a trust, especially if you are married and your assets are titled jointly. In this article, we will lookREAD MORE