Legally, these items are referred to as “tangible personal property,” but it could be dad’s stuff. What happens to this stuff after...

The article, “Sumner Redstone’s ex-girlfriend stands to lose $70M after new will,” says that a new court document explained that Herzer...

529 Accounts. These are a very popular college savings vehicle. The combination of tax benefits and flexibility makes them a good choice...

Here are three simple steps you can take to reduce your stress and improve your financial well-being for the rest of 2016: Talk to your...

Let’s first look at the “five year” rule for withdrawing funds tax-free from a Roth IRA. We need to distinguish between contributions to...

The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate planning oftentimes creates more...

Whether you’re creating your first estate plan or updating your current plan, review your estate plan every three or four years or after...

The daughters of two late celebrities are looking to find easier ways for family and friends to visit ailing elders. They’ve brought...

According to a recent article from The Motley Fool entitled “Planning for Retirement When You’re Single,” singles need to have more...

While the settlement fully resolves the Will contest claims of James’ children, the fight is far from over. Brown’s wife, Tomi Rae Hynie,...

Some of the benefits of a 529 savings plan are that you can use the annual exclusion gift, now set at $14,000 per year per person. If you...

The County Treasurer Kurt Prenzler said he was ordered by the probate court to pay the heirs in Mary Petroff’s $1.36 million estate. Four...

Media mogul Sumner Redstone has been ordered to sit for a one-hour psychiatric evaluation as part of an ongoing court battle with an...

This is a very important step in estate planning because at your death, certain assets pass to beneficiaries named on your accounts. It...

The Indiana Lawyer recently published “Do-it-yourself dangers” that explains how do-it-yourself estate planning oftentimes creates more...

Thinking about your estate plan can be grim. None of us likes to contemplate how things will be after we pass away. However, the Des...

KOMO News recently ran a news item, “Daughters of Casey Kasem, Peter Falk tackle elder visitation,” which tells their similar stories....

According to a recent article from The Motley Fool entitled “Planning for Retirement When You’re Single,” singles need to have more...

While the settlement fully resolves the Will contest claims of James’ children, the fight is far from over. Brown’s wife, Tomi Rae Hynie,...

Some of the benefits of a 529 savings plan are that you can use the annual exclusion gift, now set at $14,000 per year per person. If you...