Blog Digest

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

Having more and more trouble getting down onto and up off of the floor? Here's the silver lining: Sitting on the floor is also a simple, effective way to maintain strength, function and vitality as you age.

A little knowledge helps you overcome key obstacles when buying new digs during your golden years.

Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.

Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.