Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents.  Unfortunately, we have all heard stories of families torn apart because of disagreements over money. So, what can you do to make sure your intra-family...

If you have debt, you should not think that the debt will go away after you pass away or if you ever become incapacitated.  Rather, your debt may drastically decrease or even destroy your estate and your loved ones' inheritances.  And, to be clear, "debt" means credit...

It is the beginning of 2018, and so it is officially tax season.  Fortunately, you have until April 17th to file your taxes, but you should soon begin receiving your W-2 or 1099 forms to start preparing your taxes.  You also get to review your last year to begin...

2017 is quickly becoming a thing of the past, and 2018 is all the rage.  Optimism and goals reign, as does uncertainty.  We are all coming to grips with Congressional tax reform and how it might impact our lives.  Here are a few estate planning changes that we know...

The holiday season is incredibly busy, and organizing your legal and financial affairs is probably nowhere close to being on your radar.  However, it is easier than you may think and getting started can be quick.  With new year's resolutions quickly approaching,...

Too many Americans think that estate planning is only for those who are very wealthy-the 1%'ers.  In truth, this is incredibly wrong, as any adult has the need for an estate plan and can benefit from a plan.  Unfortunately, too many Americans have not created an...

Family history is incredibly important for self-identity, but it is also easily lost and forgotten.  That means that sharing your family history now is vital.  Family gatherings, like the holidays, are excellent times to share family history with family members....

A comprehensive estate plan should address all of your assets. Most people's estates include the following: a home, bank accounts, and personal property (furniture, clothes, golf clubs, jewelry, etc.).  Many families also have 401(k)'s, IRA's, life insurance policies,...