Most people avoid "the money talk" with aging parents until it's too late. Here's how to start the conversation without making it awkward — including scripts.

Dr. Adrienne B. Haynes, Esq. I’ve always had a curiosity about strategies for sustainability and generational wealth. When I ...

As we look to a new season, it always gets us thinking about planning for the future. David Carrier from the Law Offices of David Carrier, our Estate Planning Expert, ...

The guide breaks down how the OBBBA is reshaping the tax landscape and offers practical strategies for preparing for 2026 and beyond. It includes impactful insights on topics ranging from net ...

We finally met with a lawyer to draw up wills. I am still feeling unsure. The lawyer was not concerned about the prenup, but ...

Having an estate plan ready to go is like preparing a lifeboat for loved ones, helping them avoid confusion as they deal with ...

Year-end trader tax tips under OBBBA: maximize 2025 deductions, optimize S-Corp wages, use PTET, and plan now to lower taxes ...

From the Expert: The word “estate” may conjure up images of gated mansions, chauffeur-driven cars, and big yachts. Yet estate planning is not just for the ultra-wealthy, nor is it just for the elderly ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

The California Chamber of Commerce has filed the Building an Affordable California Act (BACA) voter initiative, a ...

The untimely passing of boxing legend Leon Spinks in 2021 highlighted critical estate planning pitfalls for first-generation ...

How to Finish 2025 Strong The holidays are coming, the days are shorter, and most homeowners are thinking about anything but selling their home. Yet for those willing to act strategically, late fall ...