Articles
Beneficiaries, titling and real-life risk
It happens all too often: An individual takes the time to make difficult decisions, implement estate planning strategies, establish a trust—all the right things. Yet, following the person’s death, the estate is still subject to probate and assets pass to unintended...
Teaching kids to manage money
One of the most valuable gifts you can give your children is the gift of financial security, which begins with strong financial habits. Consider starting simple with age-appropriate financial lessons that help your children develop a healthy approach to financial...
The sandwich generation
You’re helping your teenager study for the SAT, coordinating your mother’s next cardiology appointment and trying to figure out whether your father’s memory lapses are something to worry about, all before 9 a.m. If this sounds familiar, you’re likely part of what...