Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked a nurse a question about her care. “She ignored me, then asked my ...

Before you pack the car and bring your student to their new home at college, there is an important bit of estate planning each family should consider. At the age of eighteen, a child become a legal ...

Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...

Settling an estate after the death of a loved one can involve both legal and financial challenges. But having a well-organized settlement checklist can help streamline this process. Whether you’re an ...

January tends to be a busy month for estate planners, as clients follow up on resolutions to get their estate plans in order. But even if you're not hearing from clients, you should consider being ...

If there is a poignant reality the pandemic has taught us all, it is to expect the unexpected. Since early 2020, our lives have been turned upside down. We have seen dramatic shifts in the stock ...