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With the holidays around the corner, many people are considering making gifts to their loved ones. Lifetime gifts can be a substantial and important part of an estate plan, allowing people to transfer wealth to others. H...

While each divorce is different, there are a few things that many divorces share in common. Regardless of how amicable the divorce is, there are typically a variety of financial complications involved when a married coup...

For some families, the holidays are the only time when they see each other. The rest of the year may be plagued by business meetings, school events, extracurricular activities, and other activities that prevent them from...

The rapid growth of technology has changed our world at an unprecedented pace over the past few decades, affecting virtually all aspects of our daily lives. Whether you are a cryptocurrency investor or simply have an onl...

A loved one in your family has set up a trust with the intent of providing financial stability for their family. However, there is suspicion that the trustee is not handling the trust assets appropriately. Family trust e...

It is devastating to lose a loved one. If someone finds themselves in the unenviable position of grieving someone recently deceased, they could also find themselves in the position of handling their estate plan. In some ...

A special needs trust, sometimes referred to as a supplemental trust, protects government benefits of children or other loved ones with disabilities while providing additional future support. Disabled individuals often b...

The period following the death of an individual can be highly stressful and difficult to navigate, particularly regarding their estate planning documents. This is largely due to the legal complexities surrounding an indi...

When planning for an elderly loved one’s care and estate, one of the most important aspects to consider is a holistic financial perspective. Especially when long-term care is involved, the use of creative and effec...

Estate planning sounds intimidating, but it is an important step for each person to take to ensure that their assets are managed and passed on according to their wishes.  Employees and retirees enrolled in Boeing re...