Estate Planning for May-December CouplesMarriages with a significant age gap between partners can benefit from a discussion about shared goals and individual needsSeptember 5, 2024
Do You Trust Your Trust Documents?Leaving an asset out of a trust, whether it’s an old crypto account or a new car, could force your heirs into Probate CourtJuly 8, 2024
How to Leave a Legacy ScholarshipThere are many ways to touch a life, even after you’re goneMay 14, 2024
Putting My Affairs in OrderAcquiring a coffin and disposing of possessions in anticipation of the inevitableApril 10, 2024
The Talk Over-50s Should Have Before Tying the KnotGetting married in middle age or beyond is not only a significant personal milestone, it’s also one of the biggest financial decisions of your lifeMarch 14, 2024