Estate Planning should be updated every time there is a major life event such as a marriage, birth, death, divorce.
An appeals court ruling provides some clarity on when short-term annuities can be used for long-term care expenses.
Seemingly small mistakes could lead to Probate litigation and disputes among family members.
Beware of leaving a certificate of deposit payable on death (POD) to only one offspring; the potential for a family feud is obvious.
Retirement accounts are often the most significant assets that clients own. As many may worry that their children will be less financially successful.
Revocable trusts, also known as living trusts, are increasingly popular. They can serve two main purposes: * Probate avoidance. Assets held in trust are no