Would it surprise you if your professional advisor recommended “special needs” planning when you don’t…

This story is based on a real case involving a man who created a solid…

Your family cabin, cottage, or vacation home may be one of your most significant financial…

A colleague of ours recently assembled a list of the top 10 estate planning issues….

Mary and Paul had been married for over 50 years. Lately, Paul’s health had begun…

Betty had been a client for over 15 years. Her only daughter and her husband…

For parents, it is difficult to watch children or grandchildren go through a failed marriage….

Just reading those words is enough to make you break out in a sweat. Even…

Have you ever considered what happens to your family pictures and all of your other…

For many business owners, the family business represents the largest asset of the estate. And…