AuthorSep 12, 20192 minWho Will Inherit the Family Home?“You should go to an estate planning attorney to sort things out and make sure both of you are on the same page about who owns what, who...
AuthorSep 11, 20192 minThe Conversation with Your Doctor, Estate Planning Lawyer and Family Members“The best way to ensure that they know and understand your wishes, is to take a copy of your advanced healthcare directive or living will...
AuthorSep 10, 20193 minHere’s What You May Not Know About Roth IRAs“Roth IRAs are powerful and flexible financial planning tools. They are also complex. As a result, many people aren't familiar with all...
AuthorSep 9, 20192 minWho Can You Really Trust for Your Financial Accounts?“Particularly if you’re 65 or older, you may have recently been asked by your financial advisor, custodian or brokerage firm, if you...