Estate planning isn’t just about transferring assets—it’s about preserving your legacy, protecting your family, and ensuring ...

We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025.

Whether you’re married, divorced, or unmarried, the nature of your relationship can have far-reaching consequences for your ...

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to ...

With its stunning beauty and no state income or sales tax, Alaska might be the perfect retirement destination.

As you ponder passing down financial assets to your heirs, you may want to consider passing down your values as part of the ...

It is a good idea to sign a Durable Power of Attorney, Medical Power of Attorney, Directive to Physicians and HIPAA release.

Proactive Planning. Looming changes to estate tax policies under a new presidential administration highlight the importance ...

It's important to move fast on legal safeguards, estate planning and more while your loved one still has the capacity to make decisions.

If you are one of the 2 million people who have moved to Texas in the last five years, we need to talk because you may be in ...

Q: We want to include our grandchildren in our estate plan, but we have concerns about high schoolers receiving money. What ...