When preparing for the birth of my oldest daughter, there were many aspects of the process I was wholly unprepared for. Actually, I was unprepared for just about all of it! However, when they [...]

Significant legislation concerning the treatment of retirement accounts called the SECURE Act became law on January 1, 2020. Among other effects, this eliminates the lifetime stretch for [...]

There are times when a parent or other family member has a need and has children with resources that could be used to assist, but an outright gift or transfer is not a suitable solution for one [...]

All clients have a story – a present, a past, a family, a fact pattern that no one else has. They have questions that no one else has. There’s always a point where I say, “Wow, no one has [...]

There are many roles that need to be filled when settling an estate. Here are the key roles and their responsibilities that need to be filled after a death. If you’re unsure of any of the [...]

You don’t need us to tell you that nursing home care is expensive. And we understand that you want to avoid paying these costs out of your own savings if possible. One approach is the [...]

Because we don’t like to talk or think about death, we find many people don’t understand what actually needs to happen after a death. Many of us think, “My estate and assets will go to my kids. [...]

Please use this glossary to better understand our “After a Death” series, which explains what happens to your assets and estate upon your passing. Assets: Can describe anything the [...]