It was a pleasure to hold our quarterly AARP Chapter 4401 meeting in the community room at the Aging Best Center on Christy ...

Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. But the truth is that estate planning is something we all need to think about ...

The proposed tax law changes, the pandemic, the threat of inflation and general economic uncertainty - all of these and more means you can become too focused on the more esoteric aspects of income and ...

Key estate planning basics that require attention include updating beneficiary designations and creating a durable power of attorney to manage financial decisions when needed. Families should also ...

When it comes to looking to the future, one of the most important steps you can take is forming an estate plan. Unfortunately, because estate plans are meant for use after your death or incapacitation ...

Many individuals, even those with significant assets, are negligent in establishing a comprehensive estate plan. A will, although necessary, is not sufficient. In this column I will discuss wills and ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Crafting a carefully considered estate plan can ensure ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

This week we ae focusing on the basics of estate planning, and the importance of having a plan regardless of how much o how little you have. The term estate planning has a stigma associated with it ...

Estate Planning Basics To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look ...

Estate planning matters if you're hoping to preserve as much of your wealth and assets as possible for future generations. One of the biggest challenges is finding ways to minimize your tax liability, ...

A couple of years ago, in Lagos, Nigeria, there were two families – the Sanyas and the Okonkwos, who lived in the same neighbourhood. Although both Alex and Yetunde Sanya held their loved ones in high ...