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With a new year just around the corner, now is a time when many people are thinking about what they can do to minimize their tax liability. Tax, business and estate planning strategies often go...

Preparing an estate plan is important regardless of your age, health, financial condition and family circumstances. While we all hope that nothing bad will happen unexpectedly, we cannot predict the...

For most people, putting together an estate plan will involve preparing a will and a revocable trust—perhaps along with a few healthcare planning documents. Wills and revocable trusts are powerful...

When is the right time to put together an estate plan? While many people assume that they don’t need to think about estate planning until later in life, this isn’t the case. If something were to...

If you have recently welcomed a new family member, you are not alone. July through October is the busiest time of year for births, and many of the most common birthdays are during the summer months....