Developing well-thought-out and clearly communicated plan for the distribution of tangible assets may reduce hurt feelings and confusion among loved ones.

The first year after losing a significant other can be overwhelming. Here are some of the key estate planning items you should consider in the first year.

Learning how to prepare for a disaster gives you greater control over the unknown.

Discuss the different aspects regarding the benefits of philanthropic giving — during a crisis or otherwise.

As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

It’s safe to say that this global pandemic is stressing everyone out. COVID-19 has heightened our worries about staying healthy, working remotely and trying to navigate social distancing without being totally isolated. wonder how to have tough conversations about money and make decisions when each have their own unique viewpoint and emotional reactions to what’s going on in the world around them.

Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

The new law may immediately impact your retirement, estate and wealth transfer plans.

Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.