Estate planners know that everyone can benefit from setting up an estate plan, but many people still believe that anything to ...

As lives become busier and more complex, AI will become indispensable in helping families manage one of life’s most critical responsibilities.

From updating your will to planning for your children's care to addressing long-term care needs, make your family's needs a ...

Discover how effective retirement planning can secure your estate and provide for your loved ones after your passing.

Estate tax repeal may happen. What does that mean to your planning? (The answer is not to do nothing). Your will/revocable ...

Explore the role, types, and steps of using Life Insurance in Estate Planning. Understand ILITs and tax implications, and ...

When estate planning, finding successor trustees who are trustworthy and dependable is crucial. They don’t have to be ...

When minor children are addressed in an estate plan, special considerations are involved to ensure their well-being and financial security.

The demographic makeup of Canada is at a turning point. As baby boomers transition into retirement, they are positioned at ...

Q: We own homes in Indiana and Illinois. Can our will control both of them or do we need to do something special with the ...

To learn more about getting your finances on track or for additional advice on finances and investments, contact Angelica ...

As cryptocurrencies like Bitcoin surge to unprecedented values—crossing the $100,000 mark at the time of this writing—both ...