Estate Planning

If you have children, or really anyone whom you wish to benefit at your death, your will is the most essential foundation for putting your affairs in order after you’re gone. However, “after you’re gone” isn’t the only scenario yourREAD MORE

Preparing a will is the most basic tool for estate planning, yet according to an April 2016 article in USA Today, a recent survey found that 64% of adult Americans do not have one. In 2007, a similar study foundREAD MORE

Being an executor or trustee for a loved one is a very important job. It also can be extremely time consuming and stressful, especially if it involves a lot of detective work and contentious dealings with survivors and heirs. ToREAD MORE

Last month I wrote about the basic rules of giving and lending money to family members. Click here to read our blog article, “6 Rules of Lending Money to Family Members” In this article, I outline some additional considerations: theREAD MORE

Coping with the loss of a spouse or partner may be one of the hardest challenges many of us face. In the midst of the loss and sadness, there can be a torrent of financial tasks and decisions to beREAD MORE