Blogs & Newsletters

You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday...

Did you know that 69% of parents have not yet named guardians for their kids? And of the 31% who have, most have made one of 6 common...

June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight...

With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a...

When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a...

When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a...

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...

Wills and trusts are two of the most commonly used estate planning documents, and they form the foundation of most estate plans. While...

When the term "trust fund" comes up, do you immediately think of luxurious mansions and extravagant yachts? Contrary to popular belief, a...

Many adult children wonder what their aging parents may need and how can they can help provide it for them. You may constantly worry...

As a parent, you’re quite accustomed to managing your children’s legal and medical affairs, as circumstances require. If your child...

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity...

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...

Maybe you’ve heard that before investing in a professional service you should “get three estimates.” While often this is wise advice,...

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

A survey recently released by Merrill Lynch’s Private Banking and Investment Group — How Much Should I Give to My Family? — shows that...