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 ...

By Laurie E. Ohall, FL Board-certified Elder Law Attorney Leaving money to charitable causes, rather than family members, ...

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 ...

Your heirs will thank you for not leaving a legal mess to sort out. Many of us want to get going on this planning but don’t ...

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 ...

Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, ...

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 ...