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The recent passing of legendary actor Gene Hackman has revealed a complicated estate situation that serves as a powerful warning for...

You've taken the important step of creating an estate plan, and it includes a trust—congratulations! This shows you care deeply about...

Imagine this: You've spent decades carefully saving money, building a comfortable nest egg that represents years of hard work and...

Love in the 21st century takes many forms, and for a growing number of couples, "forever" doesn't always include a marriage license....

As Spring Break approaches, followed by summer, you're likely focused on planning the perfect getaway with your children - booking...

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...

The July 2024 passing of beloved Gen X actress Shannen Doherty offers important lessons about estate planning during divorce. Known for...

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility - distribute assets...

As Valentine's Day approaches, you might be thinking about flowers, chocolates, or a romantic dinner. And hey, those are all great (who...

When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...

When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all...

Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate...

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...

As we prepare for Donald Trump's return to the White House in January 2025, business owners are naturally wondering how the new...

When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference....

The end of the year can feel overwhelming, but it’s also a time to set yourself up for credits and deductions that can put real money...

The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan...

When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...

When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...

When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family...