My colleague Amy Arnott recently spilled her biggest financial mistakes, and I undertook a similar cathartic confessional. A ...

Having a sound estate plan is not something reserved for only the “ultra-wealthy.” While it’s true the 2025 estate tax ...

Dear Quentin, I ’m not looking for an answer for an unlucky investor, but I have a story about how you should be vigilant ...

'I was horrified, of course, and contacted the bank immediately' ...

Passing your assets to the next generation can be simple or it can be complicated, but even the simplest estate plan involves ...

In our estate planning practice, whether we are helping high-net worth individuals, family-owned business owners or young families, we urge all ...

Although a will is crucial to making sure your assets go where you want them when you die, you are likely to need something ...

If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries ...

Cash-based practices, or providers who neither participate with nor bill insurers, are becoming increasingly common, especially in certain ...

Make sure your will, power of attorney and trust documents are up to date — and confirm that beneficiary designations reflect your current wishes. • If retirement is on the horizon (within 10 ...

Still, Bowers will likely be the biggest beneficiary of Jeanty's presence on an every-play basis. Jeanty will help the Raiders' offensive line and, of course, Smith. However, defenses will have a ...

Financial planning and estate planning go hand in hand, but there are some key differences. It’s important to do both, and to ...