Estate planning is not a set-and-forget endeavor. It requires regular updates and a keen understanding of the changing legal requirements. An up-to-date will, for example, can prevent familial discord ...

One of the first items on a strategy and planning agenda is to articulate and ensure alignment on three foundational statements: mission, vision, and values. For organizations who have yet to develop ...

Hello, baby boomers and seniors! As you embark on this rewarding chapter of your life, it’s essential to think about the legacy you want to leave behind. Estate planning isn’t just about what happens ...

When it comes to planning for retirement, it’s easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, what with changing regulations, ups and downs in ...

It may be hard to believe, but Dec. 31 will be here soon. Now is a great time to review your finances and implement smart tax planning to reduce your tax bill potentially. Here are seven essential ...