Transferring your family-owned business can be a challenging process. Here are 5 succession planning questions every family business owner must consider.
Most married couples agree that communication is key to a healthy relationship — especially with finances. Here's how to initiate the “money talk”.
529A ABLE accounts have been a breakthrough planning tool for families with special needs. Here's a quick overview of the inner workings of this account.
What are some strategies parents can use to help fund their child's college education — a college degree is becoming more expensive than ever.
How can you plan for your new financial future and work toward a smooth transition from divorce? Start with these essential steps.
At year-end, it’s also the perfect time to review your entire financial health. Here are a few items to check off your list ahead of the new year.
You can make it through a divorce with your finances intact. Here's a survival guide if you’re partners in life and business.
One of the most common planning concerns that advisors hear raised by their clients is the prospect of providing care for their parents or other elderly family members. If you face that possibility, here are some thoughts that may assist in the discussion with your family and advisors.
Did you know that on average, women live about five years longer than men? When is the last time you thought about your estate plan? Find out how you can stay proactive and ensure your estate plan is built to last:
Death and taxes. It is said that those are the only two certainties in life, yet people rarely want to discuss either. In the estate planning world, however, death and taxes are often the most common topics of conversation. Since death is one of the certainties in life, everyone can benefit from an estate planning conversation.