A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future ...

Settling an estate after the death of a loved one can involve both legal and financial challenges. But having a well-organized settlement checklist can help streamline this process. Whether you’re an ...

When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked a nurse a question about her care. “She ignored me, then asked my ...

Creating an asset checklist for estate planning can help streamline the process of organizing your financial affairs and ensuring that your wishes are carried out effectively. This checklist typically ...

If there is a poignant reality the pandemic has taught us all, it is to expect the unexpected. Since early 2020, our lives have been turned upside down. We have seen dramatic shifts in the stock ...

Not a lot of people like to think about dying, let alone plan for your death. But that's exactly what estate planning is. It might seem morbid to make preparations while you're still very much alive.

Well. Here we go! It’s 2021, a new babe of a year with tremendous promise, an abundance – hopefully – and a clear path to success. Today, I want to spend a moment and discuss with you some things to ...

Well. Here we go! It’s 2021, a new babe of a year with tremendous promise, an abundance – hopefully – and a clear path to success. Today, I want to spend a moment and discuss with you some things to ...