Each of us daydreams of an easy way to become rich. Maybe we will come... [Read more...]
How to Create an Estate Plan With No Knowledge
If you lack estate planning knowledge, it’s natural to feel stuck. Even if you want... [Read more...]
Common Mistakes in Estate Planning – Part II
When people think about an Estate Plan, they often have tunnel vision and focus on... [Read more...]
The Top Things to Know About Estate Planning
“Everybody talks about the weather, but nobody does anything about it.” Mark Twain. Similarly, people... [Read more...]
What To Do If You’re Not Confident in Your Estate Plan
Just because you’ve created an estate plan doesn’t mean you’re confident in everything it stands... [Read more...]
Common Mistakes in Estate Planning – Part I
Despite knowing that they should have an estate plan, many individuals look for shortcuts to... [Read more...]
The Top Causes of Estate Planning Failure
Estate planning isn’t something you want to take lightly. It’s imperative to the future well-being... [Read more...]
More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
When a famous individual dies, it’s always interesting to see how they set up their... [Read more...]
Charitable Bequests: You Better Review Them
Taking the time to update the charitable bequests in your trust or Will can seem... [Read more...]
Medicaid Myths: Don’t Let These Slow You Down
It’s natural to have questions about Medicaid. Some of them are related to qualifying. Others... [Read more...]
Discharge of Indebtedness Income and Student Loan Forgiveness
While many taxpayers may be excited about the prospect of reduced loan balances as part... [Read more...]
Remarriage: Treat New Spouse Like Royalty
Blended families can be challenging in many ways. In many ways, you are forging a... [Read more...]