“The case of restaurateur and lifestyle guru B. Smith, who is battling Alzheimer’s, is drawing scrutiny from her fans and strangers...

“Now that just a third of American households are “traditional” (heterosexual, married, with children), estate planners and advisors need...

“The use of trusts in estate planning goes back to ancient Rome (and they got by without cell phones). To understand whether you need a...

“Denise Palmer Cockrum expected that her husband’s will would protect her from trouble, after he died. However, the DIY will that the...

“If you’ve been looking to make the math work on an early retirement, you just might get your wish. Drugmaker Pfizer and automaker GM...

“The environment of a hospital emergency room with crowds of people, alarms and noises can be particularly overwhelming and...

“A growing number of senior management companies assist with the overwhelming task.” As reported in Columbus CEO’s article “Estate...

“If you take the wrong benefit at the wrong time, it’s always smaller and it’s forever.” Don’t confuse “Restricted Application” with the...

“There is a common misconception that life insurance benefits are not subject to estate tax. While the proceeds of a life insurance...

“I am frustrated that I can’t send my husband to my doctor’s office to pick up a prescription or get information from my files!” Health...

“Depending on your age, you may or may not have considered a will an important document to have. Many of us tend to put it off, since it...

“Ah, the tale of Cinderella, a classic childhood favorite. We all know it as the story of an orphan who is mistreated by her Evil...

“Regardless of the size of your estate, Dobbs says your family is a bigger risk to the future success of your farm, than Uncle Sam ever...

“Many people are in a fiduciary relationship and don’t even know it or don’t know their role. In fiduciary relationships, ignorance is...

“Today, we're going to cover an important topic regardless of market performance: putting an estate plan in place.” If you care about...

“A power of attorney kicks-in, when someone has a physical or mental disability and is not competent enough to handle their own financial...

“You’ve worked hard to build your own business, and you love the perk of being your own boss. However, going solo does come with one big...

“Retirement can be a confusing time in a person’s life.” A good place to start is with the financial side. Take inventory of all your...

“The Tax Cuts and Jobs Act of 2018 (TCJA) put in place a variety of changes to both individual and business tax structures.” Let’s start...

“As if dividing up assets wasn’t difficult enough, new tax changes taking effect in January 2019 could add a significant amount of stress...