Category: Blog

When it comes to managing finances and making crucial decisions during incapacity, a professional fiduciary can provide the expertise and…

After years of litigation, the Social Security Administration (SSA) has finally changed its policies to allow survivors of same-sex couples…

Who can you trust when you can’t trust your family? Do you have a journal or private letters that should…

No one likes to think about death or incapacity, but the fact is that it’s something that we all have…

You can choose how you leave your estate to your children or beneficiaries. But, how you leave those assets to…

Protecting Retirement Accounts After the SECURE Act On December 20, 2019, President Trump signed the Setting Every Community Up for…

Watch Out for the Capital Gains Tax The doubling of the estate tax exemption might mean you do not have…

Probate and the Problem with Cryptocurrency The death of Matthew Mellon shows how a lack of planning can cause problems…

Revocable Living Trusts: Important Tools During the Pandemic Americans reacting to the spread of the Novel Coronavirus (COVID-19) should ensure…

Estate Planning During Quarantine In a time where many of us are spending more time in our homes than we…

COVID-19: Protect Your Family’s Finances The Novel Coronavirus (COVID-19) is affecting our daily lives in many ways. The virus has…