Highlights Of The SECURE Act 1.) Required Minimum Distributions (RMDs) Will Start at Age 72, Not Age 70½ 2.) You Can Contribute to Your...

“It’s a common occurrence. Far flung family members return home to visit elderly relatives for the holidays. Upon arrival, they notice...

“No good estate plan can afford to ignore the other assets, the ones called ‘illiquid.’ That category includes anything that can’t...

“Paul Allen intended to give away the majority of the $20 billion-plus fortune he accumulated as Microsoft co-founder, technology...

“Understanding the rules about Social Security benefits and when to start claiming Social Security can be difficult. However, they’re...

“Being a fiduciary is a time-intensive and intellectually challenging task to put upon an individual.” One of the important tasks in...

“A new national poll shows that many people over age 50 haven’t taken key steps to protect their health and well-being in case of severe...

What is the size of the average retirement nest egg? It depends on what you mean by ‘average.’" It’s the question we all wonder about,...

“The fantasy of being your own boss and filling your days as you wish is a powerful one. However, if you’re not careful, you could spend...

“Contemplation of retirement can be both exciting and intimidating. Obviously, planning for the beginning of retirement should start...

“While it’s not something many people think about until faced with the issue, obtaining a credit report for a deceased person is...

“During retirement or before, you probably did all the financial planning along with the legal paperwork. Have you also thought about...

“For couples over 50, living together has a lot of appeal and is on the rise. In fact, the number of unmarried couples who are 50+ shot...

“Talking about illness, death and taxes is not most people’s idea of a good time (except for us estate planners). That being said, there...

“Your will may be the most important document you’ll ever write. The problem is, after many of us draft one, we put it somewhere for...

“A No Contest clause is a paragraph that can be included in a Last Will and Testament or a Trust, which makes it clear that anyone who...

“Although most people would not want a court proceeding on death, many people mistakenly think that a will avoids one.” Probate is a...

“The durable power of attorney is one of the most effective and important planning tools for medical care and estate planning, since it...

“Most of us have heard the quote from Benjamin Franklin, ‘In this world, nothing is certain except death and taxes.’” No one actually...

“Everyone knows what a will is. However, do you know the importance of having one? What does this document mean and what are the reasons...