Each person accumulates a wealth of knowledge, experiences, and values throughout the course of their life. Regardless of whether you are financially wealthy, you have a great deal to share with your loved ones. An ethical will, sometimes also called a legacy letter, is a great way Continue reading →

The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten women who remarry are in blended families, and in about half of those remarriages, stepchildren live with the remarried couple. If you or your grown Continue reading →

According to U.S. News and World Report, for the 2019-2020 school year, the average cost of tuition and fees is $10,116 at an in-state public university and $36,801 at a private university. This does not even include housing, books, and meal plans, which typically add thousands of Continue reading →

November is National Adoption Month, which is aimed at raising awareness about adoption and the children who need permanent, loving homes. Thousands of children are adopted each year, bringing much joy to their adoptive families. If you are in the process of adopting or have recently Continue reading →

Summer is over. The kids are back in school, and it’s time to take a deep breath and spend some time taking care of yourself before the holidays arrive. Everyone needs to take steps to relax and minimize the effects of life’s everyday stresses. Here are a few suggestions to get you Continue reading →

When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think about is making phone calls or funeral arrangements. Some things do not need to be done immediately, but there are some steps that should be taken Continue reading →

The retirement years are supposed to be carefree—but what if you neglected to take the required minimum distribution (RMD) from one or more of your retirement accounts or took a distribution that was lower than required? This could be a costly mistake resulting in a tax penalty of Continue reading →

Identity theft is the last thing a grieving family should have to worry about after the loss of a loved one. Unfortunately, identity thieves have increasingly targeted the identities of deceased people, using their names and other identifying information to get credit cards, apply Continue reading →

You may have heard of a revocable living trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish?

What Are They?

Trusts, which are legal entities that hold title to property Continue reading →

No one enjoys thinking about their own funeral, but making those arrangements in advance yourself may be one of the most thoughtful acts you can do for your loved ones. More and more people are including funeral planning as part of their estate plan, sparing their grieving families Continue reading →