Estate Planning

When discussing factors to consider when selecting a guardian, I wrote that it is your responsibility to ensure that a guardian has the financial means necessary to support your children in the event the unthinkable

I read an article last week that served as a sobering reminder of why it’s crucial to plan for the unexpected. The article was about a Pennsylvania couple vacationing in Florida with their six children.

Barack Obama signed the Achieving a Better Life Experience “(ABLE”) Act into on December 19, 2014. The Act authorized the creation of ABLE Accounts, tax-advantaged savings accounts designed to help eligible individuals with disabilities maintain

What is an ABLE Account? An ABLE (Achieving a Better Life Experience) account is a type of savings account for individuals with disabilities and their families. The account allows individuals with disabilities to save money

I received a note from a concerned wife. Her husband had purchased the home in which they resided two years before they were married. Throughout their marriage, she contributed to paying the mortgage and paying

“I don’t plan to die next week,” my clients often tell me. They convince themselves there is no urgency in completing or finalizing their estate plans. The truth is with estate planning, time is of the

What is an ABLE Account? An ABLE (Achieving a Better Life Experience) account is a type of savings account for individuals with disabilities and their families. The account allows individuals with disabilities to save money

If you are the parent of a high school senior about to graduate, you’re probably feeling a whirlwind of emotion right now. I know I am. My youngest child is scheduled to graduate in May!