Calculate Property, Sales and Estate Tax when Considering Move-in Retirement
June 23, 2025
Relocating in retirement can lower your cost of living—but ignoring state tax differences could cost more than you save.
What Is a Succession Plan for a Family-Owned Business?
June 19, 2025
Planning for perpetuation long before it’s necessary is both desirable and recommended.
How Do I Protect My Child’s Inheritance in a Second Marriage?
June 17, 2025
Make sure that you have a will and up-to-date beneficiary designations on all of your bank accounts, life-insurance policies and brokerage accounts.
How Grandparents Can Set Boundaries for Providing Childcare
June 16, 2025
Grandparents play an essential role in family life. However, setting clear boundaries around providing childcare helps maintain balance, well-being and respect for everyone involved.
Better Money Management as an Older Adult
June 13, 2025
As income becomes fixed and expenses shift, older adults benefit from budgeting strategies that preserve independence and protect long-term security.
Late in Life Marriages Require Estate and Financial Planning
June 12, 2025
People over 65 who remarry after a death or divorce can face thorny financial questions—especially when it comes to adult children and inheritances.
A Guide for the Sandwich Generation to Balance Care and Legal Planning
June 12, 2025
The sandwich generation—adults caring for both aging parents and dependent children—must juggle emotional, financial and legal responsibilities all at once.
Using Estate Planning Tools to Transfer Stocks and Equity Awards
June 9, 2025
For those who are fortunate enough to accumulate wealth, passing it along to future generations and donating it to charitable causes are important and laudable financial goals.
What Happens when There’s No Plan for Death
June 6, 2025
Grieving families left confused from coast to coast as assets freeze after loved ones die.
Rising Trend of Seniors Taking Social Security Benefits Early
June 5, 2025
More retirees are claiming Social Security benefits before full retirement age. This may offer short-term income, but it raises long-term financial concerns.