Category - Previous Posts

A pet trust is a legal arrangement that specifies how your animal companions would be cared for and...

Understand how Social Security spousal benefits work to make the most of your retirement funds.

The last thing anyone wants to see is all of that hard work negated at the end of their life. I’ve...

Perhaps they started saving too late, or they ran into a financial or career setback. That’s one...

The Secure Act would upend 20 years of retirement planning and stick it to the middle class.

Before Ashley Carlson’s father died of cancer in 2016, her only experience navigating the real...

There are many questions that come with inheriting a piece of real estate. Do you want to live in...

You will want to replace your income. You will also want to stay socially engaged.

The federal estate and gift tax are unified and allow you to give away property above the annual...

Are you inheriting money from a relative? Or receiving funds from a lawsuit? Or planning to be a...