Finding Peace Today
Through Planning for Tomorrow

If you anticipate inheriting a 401(k) from a parent, a spouse or someone else, it’s important to know your options for minimizing tax liability.

Even Consumer Reports suggests working with an experienced estate planning attorney to make sure documents are correctly prepared.

What do these appointments mean to the person(s) named to act? What happens if they fail or decline to act? Can the planning appoint alternative representatives?

Email scammers sent an Uber to the home of an 80-year-old woman who responded to a well-timed email scam, in a bid to make sure she went to the bank and wired money to the fraudsters.

No one enters a relationship — be it personal or business — thinking it will fail. However, what happens when it does?

If husband and wife did not own together or separately any land, a house, a boat etc. but only rented a home and had no children, is the surviving spouse responsible to pay medical bills that insurance did not cover?

Naomi Judd’s final will and testament reportedly has some obvious benefactors missing from its pages: the late country singer’s daughters Wynonna and Ashley Judd.

Because of astronomical costs of care and support—often more than $100,000 per year—most individuals with disabilities will need government assistance, such as Supplemental Security Income and Medicaid.

Estate planning is not just for affluent individuals. While good estate planning can lead to desirable financial outcomes under the right circumstances, estate planning in its most basic form involves implementing the legal steps and directives that are necessary to ensure that your health and your assets are managed properly in the event of incapacity and death.