Serving as Trustee and Beneficiary? A Word of Advice

When the time comes for a living trust to be administered, it’s pretty common for people to find themselves in... Read More

Financial Elder Abuse: What It Is and What to Do About It

Elderly people are uniquely vulnerable to financial abuse for a number of reasons. For instance, elderly people tend to have... Read More

There are certain life events that call for a review of your will, and moving to a new state is... Read More

Planning for retirement is no simple task. In addition to figuring out how much you’ll need to live on and... Read More

A Power of Attorney, like a Trust, does not need to be registered or recorded in the public records in... Read More

Someone close to you has just passed away. It’s up to you to plan the funeral, and along with the... Read More

Who gets to decide where a deceased person is buried? This is a question highlighted in a recent Florida Times-Union... Read More

This tax season, there’s a new way to track your tax refund. The IRS has launched IRS2Go, a free mobile... Read More

When you leave your 401(k) to a designated beneficiary, the money that beneficiary withdraws from your plan is counted as... Read More

Everyone knows that when you pass away, those you’ve named in your Will or Trust stand to inherit your possessions.... Read More

When you’re the co-owner of property, one of the simplest ways to ensure that the property avoids probate at your... Read More

When you have a young family, life insurance is an essential part of making sure that your spouse and children... Read More