On occasion, you or someone you know might be asked to co-sign a financial obligation for the purchase of a car or …
Parents that have built a successful business and have raised capable children might find the proposition of selling the family business to …
When people come together and vow to spend the rest of their lives together in wedded bliss, they sometimes bring to the …
Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to …
In most families, the parents dream of leaving a legacy to their children. Of course, the parents want to create a legacy …
As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose …
A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time …
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time …
From time to time, it is important to take stock of our own personal liability exposure and find ways to mitigate that …
