Most of us consider naming a friend or relative with a background in finance or law to be a trustee for our family, but there is an alternative.

Have you thought about what happens to the world you leave, your family and friends and your possessions, after you die? More on our blog.

If you’re living on your retirement savings while waiting to take Social Security benefits to full retirement age, you might be costing thousands in taxes.

Saving for college but needing to receive Medicaid is a complicated equation. Learn more here in our blog post from our estate planning team.

Estate litigation is not pleasant, but heirs have rights, and, they have to fight back, when an executor is not acting in the interest of the beneficiaries.

If you are among the one million Americans living in Canada, you’ll need to remember that you are still subject to U.S. tax law.