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 ...

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 ...

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 ...