Estate Planning

Many of our clients are torn over whether to give money to their children while they can see them enjoy […]

Two of my good friends have gotten divorced in the past year. One breakup went relatively smoothly and the other […]

Most people spend a lot of time thinking about the details of their wills or living trusts (except for Prince). […]

It comes as no surprise that the largest wealth transfer in history will unfold over the next 30 years as […]

I am always surprised when I hear that 55% of adults do not have a will or trust. When people […]

One of the boxes frequently checked as “very important” on financial planning questionnaires is Asset Protection. Let’s face it; we […]