It is a universally acknowledged truth that any regent is in need of a plan of succession, whether their kingdom..
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Estate Planning
Pet Planning
If your children are young, untrustworthy, or just live in rental properties that don’t allow pets, you will want to..
Parents Need Estate Planning
Hey there parents, we know having a kid is a crazy period in your life, but have you done the..
All the Single . . . People (Put Your Hands Up!)
Despite the advent of gay marriage nationwide, are you a confirmed bachelor or bachelorette? No matter if you’re straight and..
Death and Taxes and Taxes and Taxes . . .
If you’ve become the executor of an estate, first off, we wish you condolences if the deceased was a friend..
Marital Financial Advice
Congratulations on your marriage, but do you have a good financial plan? . . . Oh, really, you don’t yet? ..
Expensive Gifts and how to sell them
Suppose your favorite crazy uncle gives you a painting that ends up being really expensive but gives you a headache..
Who’s On YOUR Team?
The financial decisions that you make can affect your tax bills for years to come. Having a solid team of..
Beneficiaries, Intended or Unintended
You might not be around to direct where your money and things go after you die, but you probably care..