Let’s hope you have a will and have named a power of attorney for finances and health care.
While most Americans aren’t in the market for tax shelters, the allegations in this case are a reminder of what can happen when taxpayers ignore professional advice and common sense on taxes.
Explore legal options like guardianship and grandparent power of attorney to ensure the well-being of grandchildren you’re raising.
Planning your retirement starts with understanding how much you’ll need. From there, you can calculate whether your savings and income sources are enough.
The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.
According to a 2024 survey, only 32% of us die with a will. That’s down 6% from 2023 and doesn’t consider trusts or other estate planning documents.
More Americans are entering their later years without people they can automatically turn to for assistance with their health and finances. Here’s how to start.
Learn the importance of the fiduciary and how a trustee serving in this role protects your assets and loved ones.
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
All fields marked with an “ * ” are required
