When you’re single and have no children, estate planning looks a little different than for someone who’s married or has children. As a single, childfree individual, you can focus solely on your ...

Financial Planners and Estate Planners serve distinct roles in helping individuals manage their wealth. Financial Planners focus on achieving financial goals within an individual's lifetime. They help ...

Retirement is a major milestone, but it doesn’t mean the planning stops. In fact, estate planners said 2025 is the perfect time to make sure your legal and financial documents are up-to-date. To avoid ...

As reported earlier this month in WealthMangement.com, a Trust & Will survey found that 40% of advisor clients would switch if the new advisor offered estate planning services. The survey also found ...

A dear friend came to me last week with an unexpectedly expected conundrum: Should he serve as the executor of his father’s estate? At first blush, you would think it’s a resounding, “Of course!” But ...

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Real Estate Challenges that include: buying, selling, downsizing, moving, divorce-related property consultant, 1031 Exchanges, DSTs, trusts, retirement home transitions, and the probate process.

Cleaning out your attic is one of those unpleasant projects that is typically delayed, deferred, and dodged as long as possible. Not much fun. The benefit to biting the clean-up bullet on your attic ...