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What Does a Successor Trustee Do?

I am named successor trustee in my parents’ trust. When the time comes, how do I sell the home and the other assets?

Posted on: February 7, 2020

Protecting Adult Children with Disabilities

Adults with disabilities are living much longer than in the past, which means their aging parents must plan for the day when their dependent children outlive them.

Posted on: February 6, 2020

Some Estate Planning Actions for 2020

This time of the year is a great time to revisit your estate plan, so you can ensure your legacy is protected for years to come.

Posted on: February 5, 2020

Estate Planning Documents for a Natural Ending

You know that you can always refuse life-sustaining medical treatment. The tricky part comes when you are no longer able to understand your options or communicate your wishes to the health care professionals.

Posted on: February 4, 2020

How Will the New SECURE Act Impact My IRAs and 401(k)?

A new law could affect the IRAs and 401(k)s of millions of Americans in 2020.

Posted on: January 31, 2020

How Do I Incorporate My Business into My Estate Planning?

Running and owning a business is just like raising a child: Both are investments in the future, and both require a lot of time, resources and effort to raise successfully. One can argue that you would treat your business like you'd treat a child; you'd want it to succeed even after you've passed on or retired.

Posted on: January 30, 2020

Facts and Figures for Older Workers and Retirees in 2020

Whether you’re retired or still working, many changes are coming that could affect you—for better and/or worse.

Posted on: January 29, 2020

SECURE Act Means It’s Time for an Estate Plan Review

Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019.

Posted on: January 28, 2020

Business Owners Should Start End-Game Planning Now

Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully.

Posted on: January 27, 2020