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If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...

The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have...

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...

If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or...

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...

With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...

Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...

This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...

If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to give us a call to...

Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...

Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...