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 ...

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 ...

There's no such thing as "too early" when it comes to reviewing your estate plan. Case in point: several years ago, Kelley ...

January tends to be a busy month for estate planners, as clients follow up on resolutions to get their estate plans in order. But even if you're not hearing from clients, you should consider being ...

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 ...

Before you pack the car and bring your student to their new home at college, there is an important bit of estate planning each family should consider. At the age of eighteen, a child become a legal ...

You may think it’s too soon to do estate planning. Yet, none of us can predict the future – so you’ll want to be prepared for anything.Where do you begin? Consider developing an estate planning ...

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 ...

One of the first things you need to do is verify all deadlines. As soon as you are given a signed contract to close, check the due-diligence deadline, the closing deadline and any other deadlines ...