The Coronavirus is now the world’s biggest threat—in a matter of a few days, our world has turned completely upside-down. You may have lost your job, the markets are plummeting, local [...]
Companies need to have a solid succession plan in place to ensure a long-lasting and sustainable future. Gaining confidence in the future of the company requires strategic planning, and also a [...]
The number of retirees receiving Social Security benefits is around 45.1 million as of 2019. While we all want to retire as early as possible, most working Americans are still making typical [...]
Charitable giving is an important part of many people’s lives. There are a lot of individuals who devote much time to philanthropy and supporting causes that they feel passionate about. While [...]
If you’re reading this, chances are you’re thinking about estate planning—and that means you deserve a congratulations! Why? Because you’re about to join the estimated 45% of Americans who have a [...]
Around 40 million people in the U.S. are caregivers to family members, but a quarter of those people are millennials. Millennials are defined as those born between 1981 and 1996, and many of them [...]
It’s the start of the new decade, and resolutions of all shapes and sizes are ringing loud in our ears: exercising more, eating healthier, paying down debt, learning a new language, running a [...]
An estate plan exists to care for loved ones. There is simply no other reason to go through the work of organizing your assets. After all, you won’t need them when you’re gone. Don’t blow it by [...]
When you think of estate planning, college-aged children are likely not what comes to mind—unless you’re thinking of your grandchildren, that is. Surprisingly, even young adults would benefit [...]
When you are setting up your estate plan, you probably wonder: how much money should I leave my children? What is too much or too little? What if they don’t end up using it wisely, or [...]
