Legacy and Estate Planning

Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.

All couples can now take advantage of tax benefits for married partners, pass assets from one spouse to another with ease and qualify for Social Security spousal and survivor benefits. However, not all couples want to get married.

Special needs trusts can help fund quality-of-life improvements for the beneficiary, such as a phone, a trip or a private room in a group care facility.

Preparing an estate plan for managing and distributing your assets in the case of death is one of the most important steps you could take to protect and provide for loved ones.

After years of toiling away in the entertainment industry, Ray Liotta was able to build up an impressive net worth.

Happy 4th of July! Gathering with the family for a Fourth of July celebration is a heartwarming time for the family’s oldest members. It’s a day to celebrate our great nation’s independence, but also a time to take a longREAD MORE

After decades devoted to work, you’re ready to retire and celebrate your own personal Independence Day. Your plans might include spending more time with the family, visiting America’s National Parks, or ramping up your volunteer work. You might even beREAD MORE

If you read history, you know American independence was not easily won. There was no guarantee the fledgling colonies would win, but they fought long and hard and as a result, every July 4th we celebrate our nation’s independence. IfREAD MORE

In June we celebrate Father’s Day, honoring dads who devote themselves to raising children and building families. New fathers actively engaged in their children’s lives understand their responsibility to plan for the future. While the idea of parents dying andREAD MORE

Dad’s aging, now what? It’s hard for men to see their fathers age, although the alternative is worse. Dad doesn’t want your help with anything. He can still take care of his finances, drive his own car, and make repairs to theREAD MORE