One of the more common requests we hear from clients is their preference to name their minor children as IRA beneficiaries. Unfortunately, minors are legally

Fall is in the air and the season of pumpkin spiced coffee drinks, professional football and holiday planning is upon us. This is also the

Travel during retirement typically requires more planning and preparation than vacations taken earlier in life. These vacations tend to last longer, and, for a variety

If you own a family vacation home in the mountains of Tahoe or anywhere else in the country or world, congratulations! The incredible memories made

When contemplating divorce, there are understandably a significant amount of personal and practical considerations to examine. A good place to begin is to familiarize yourself

The financial exploitation of seniors and other vulnerable adults has become a widespread issue today. And with more members of the baby boomer population reaching

Understanding Social Security retirement benefits can be a daunting task for many, but even more so for divorcees. The eligibility rules are different when collecting

In Part One of this series, we explored the six key qualities and characteristics to consider when selecting the executor and successor trustee for your

One critical component of a solid estate plan is the named successor trustee(s) and executor(s). This is the person (or people) who will safe-guard and