If you plan to pass your home on to a family member through your will, keep in mind that your loved one will likely need to go through the court process known as probate to properly transfer the home into their name.

No one expects to lose the ability to make their own decisions, but conditions like dementia, strokes, or traumatic brain injuries can strip people of that ability – sometimes earlier in life than expected.

A discretionary trust protects inherited assets from creditors, predators, and divorcing spouses by placing them under the control of a trustee, not the beneficiary.

Financial concerns and preparation strategies vary among different generations of Americans. From baby boomers entering retirement to Gen Zers just beginning their careers, members of each generation face unique obstacles and approaches while planning for their retirement years.

Establishing an advance directive can serve as a powerful expression of your personal values and autonomy. 

As the Internal Revenue Service (IRS) faces workforce reductions under the Trump administration, experts say the cuts could strain the agency’s capacity to fulfill its primary functions.

Charitable remainder trusts (CRTs) allow donors to provide for themselves and their loved ones while supporting a charity, offering the opportunity to “test-drive” a charity before making a long-term commitment.