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Trust Vocabulary

Many people incorporate some sort of trust into their estate plan. Trusts have both legal (revocable or irrevocable) and federal tax (simple and complex) designations. A recent article discusses [...]

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Three Tips for Middle Class Estate Planning

As a recent article explains, estate planning is just as important for middle class individuals as it is for the wealthiest Americans. The article offers several estate planning tips for middle [...]

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Probate: The First Steps

Estate administration is something that most people have not experienced, but will likely have to do at some point in our lives. A recent article offers a simplified explanation of the very first [...]

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Essential Elements for Your Retirement Plan

Retirement planning is becoming more important than ever, as life expectancies continue to grow. The U.S. Dept. of Labor recently reported that the average American now spends 20 years in [...]

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What are the Signs of Elder Abuse?

Despite the fact that elder abuse is a growing problem, many people are still unaware of what types of behaviors constitute elder abuse. A recent article discusses how to spot several types of [...]