Many clients use beneficiary designations, and for good reason. Some significant assets, including life insurance policies, IRAs,...

A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This...

The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes,...

Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute...

A comprehensive financial plan that is effectively executed delivers dollar savings in improved investment returns, lower taxes, lower...

Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about...