March 22, 2022 •
Estate Planning 
Like DMX and Prince, many Black Americans have failed to participate in the estate planning process.
Read MoreMarch 9, 2022 •
Estate Planning 
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
Read MoreMarch 4, 2022 •
Estate Planning 
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
Read MoreFebruary 16, 2022 •
Estate Planning 
Of course, just because you have a living trust doesn't mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
Read MoreFebruary 10, 2022 •
Estate Planning 
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
Read MoreJanuary 28, 2022 •
Estate Planning 
Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you're prepared for that inheritance.
Read MoreJanuary 20, 2022 •
Estate Planning 
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
Read MoreJanuary 19, 2022 •
Estate Planning 
Revocable Living Trusts have become a widely used estate planning document, providing a path to managing assets, avoiding probate and gaining privacy at the settlement of an estate.
Read MoreJanuary 14, 2022 •
Estate Planning 
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country's population will be aged 65-or-older within a few decades.
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