If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for ...

Answer: We applaud you for thinking about this now. Too many people wait until later in life to tackle estate planning, but ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

The strategies that protect and preserve family wealth in 2026 and beyond must be more sophisticated, more adaptable, and ...

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything ...

Christine Matus, Esq. of The Matus Law Group ( shares comprehensive guidance to help residents navigate Medicaid Compliant ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

Deferring: This is about pushing a tax bill to a future year. Suppose you owe $1,000 in taxes and can defer this for 10 years ...

Kyle Frizzelle is a partner at NC Planning and leads the firm’s estate planning group, known for combining strategic insight with a clear, client-focused approach to complex legacy and business ...

Estate planning isn't just for older adults. Starting at age 18, everyone should have documents in place authorizing someone ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...