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Fortify Your Estate Plan Against Undue Influence Claims

It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.

Naming a Minor as Beneficiary: Unintended Outcomes

A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.

May 2018 Market Recap

Positive economic readings are supporting respectable U.S. equity performance, while heightened geopolitical concerns continue to be the driving force of increased market volatility.

Your Will: Does Your Family Know Where It Is?

You’re likely accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original, signed document will do.

Provide for Your Spouse, Then Kids, With QTIP Trust

If you want to preserve as much wealth as possible for your children, but you leave property to your spouse outright, a QTIP trust may be the answer. What is it? Let's take a look.

April 2018 Market Recap

First quarter real GDP growth came in at a respectable 2.3%, easing slightly from the robust growth experienced in 2017. Markets have experienced heightened volatility so far in 2018 compared to 2017.

Beware of Tax Liability if You've Received an Inheritance

Most people are genuinely appreciative of inheritances. But sometimes it may be too good to be true, and produce a significant income tax liability. Let's take a look.

4 Estate Planning Techniques for Blended Families

It’s not unusual for a family to include children from prior marriages. These “blended” families can create estate planning complications that may lead to challenges in the courts after your death.

March 2018 Market Recap

Financial markets experienced a volatile opening quarter of 2018, however the underlying economic conditions appear to remain robust according to recent releases.

March 2018 Market Recap

Despite an equity-market selloff in February, global economic conditions remain strong. The U.S. economy grew 2.3% in 2017, a notable acceleration from 2016...

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