Elder Financial Abuse Increases with Social Isolation
Social Isolation experienced by many senior adults can make them more vulnerable to financial fraud, exploitation, and abuse.
What Is Fair in a Second Marriage and Estate Planning?
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
Why Is it Important to Have an Estate Plan?
Whatever stage of adult life you’re at—no matter your net worth—you need a will.
British Rock Legend’s Carefully Planned Wealth Leaves No One Out
Ozzy Osbourne’s thoughtful estate planning shows how advance preparation can preserve family unity, protect wealth, and ensure wishes are honored even in the public eye.
Multi-Million Dollar Senior Scammer Arrested and Charged
Federal investigators allege that West ran a sophisticated operation that exploited the vulnerabilities of elderly individuals through a series of deceptive phone calls, fake investment offers and high-pressure tactics.
How to Choose an Executor or Trustee?
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
What the 2025 Tax Law Means for Your Estate Plan
Since the law is so wide-ranging, it can disrupt even the most well-prepared plans.
Back to School Planning to Protect Your Kids
Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
Equal Is Not Always Fair When Considering Inheritance
When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They might be hurt anyway.
Estate Planning Strategies During Volatile Markets
Among other potential strategies, while the markets remain volatile, if timed right, a short-term grantor retained annuity trust (GRAT) could be an option to pass significant wealth to the next generation.
