Planning Matters
We share our expert knowledge and advice because it’s the right thing to do.
How to Divide My Estate Up Equally
Many people struggle with how to divide their estate among heirs because they want to be fair to all. The most common solution is to divide all...
Do Your Parents Need Help? (Part 3 of 3)
Caring for your aging parents is not something you have to do alone—there are many resources out there to help you. In the third part of this...
Do Your Parents Need Help? (Part 2 of 3)
(If you missed Part 1, read it first to find out how to start the conversation.) As your parents age, it's important to talk to them about the...
Do Your Parents Need Help? (Part 1 of 3)
If you're worried about an aging parent, you're not alone. It is very typical for people to resist giving up their independence as they age, even...
Who Manages Your Family’s Finances?
Are you the one in your household who pays the bills, balances the checkbook, and worries about investments? If your partner relies heavily on...
A Healthy Dose of Perspective
Sometimes our clients ask us how they are doing compared to others. Our response is always the same: The numbers are irrelevant. What matters...