A Guide to Retiring as a Business Owner
July 14, 2025
Business owners must plan their retirement differently—because exiting the company is both a financial and emotional decision.
Updating Estate Planning After a Dementia Diagnosis
July 11, 2025
Planning early after a dementia diagnosis ensures that your medical and personal wishes are documented, which can ease future stress and maintain control over decisions as the disease progresses.
What Is Gifting in Estate Planning
July 10, 2025
The Internal Revenue Service (IRS) has its hand out for tax dollars associated with your generosity. However, there are tax-smart loopholes.
How to Protect Elderly Parents from Scammers
July 9, 2025
Are you worried that your dad might fall for his caregiver and leave the family farm to her in his will?
Creating Wealth Across Generations with Estate Planning
July 8, 2025
With the Great Wealth Transfer underway, the latest figures from Cerulli (as of December 2024) show that $124 trillion will transfer through 2048, with $105 trillion going to heirs.
When Should Special Needs Planning Start?
July 7, 2025
Special needs planning should begin as early as possible—long before a child reaches adulthood—to ensure lifelong care, financial security and legal protection.
How Does Asset Protection Planning Work?
July 3, 2025
Asset protection isn’t just for the wealthy—it’s a practical way to preserve your savings, safeguard your home and shield your family from financial risk.
Zappos Founder’s Will Is Discovered: What Now?
July 2, 2025
Tony Hsieh left a will that was just discovered—4½ years after his death, according to a new court filing that could upend the tech mogul’s probate case and legal battles over his estate.
What Estate Planning Documents are Needed for a Smooth Transition?
July 1, 2025
As the baby boomer generation ages, they will pass savings and assets on to their children, grandchildren and charitable organizations.
What Is the Best Way to Pass Property to Heirs?
June 30, 2025
Estate planning may not be at the top of anyone’s list of fun family activities. However, it can be an opportune time to discuss what’s best for the shared family home.