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Can you imagine accidentally throwing away $700 million? It sounds like something out of a Hollywood script, but for James Howells—a...

The recent passing of legendary actor Gene Hackman has brought to light a complex estate situation — one that should serve as an...

Creating an estate plan that includes a trust is a major accomplishment — congratulations! It means you’re taking thoughtful steps to...

Picture this: After decades of diligently saving, you've accumulated a comfortable nest egg, a testament to years of hard work and...

In the 21st century, love manifests in various ways, and for an increasing number of couples, "forever" doesn't necessarily involve a...

When planning a family vacation, you're probably focused on organizing the ideal vacation with your kids — booking flights, securing...

The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...

The passing of cherished Gen X actress Shannen Doherty in July 2024 provides valuable insights into estate planning amidst divorce....

When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility — distribute assets...

With the arrival of Valentine's Day, you might be thinking about flowers, chocolates, or a romantic dinner. And hey, those are all great...

When you create an estate plan that includes a living trust, you've taken an essential step toward protecting your home and family from...

​​Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend: Americans are falling behind on estate...

You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging...

When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference....

If you or your family members hold crypto assets, there's a critical change coming up that you may want to act on by December 31, 2024....

The desire to make a difference doesn't end when we're gone. For many people, incorporating charitable giving into their estate plan...

When it comes to planning for your family's future, the options can feel overwhelming. Should you get a will? Create a trust? And what...

When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account...

As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the...

When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs....