Are you the Executor or Trustee of a loved one's trust or estate? Those are all big titles that come with big responsibilities -- such as...

Providing a no-strings-attached inheritance to some of our loved ones may be unwise and perhaps even dangerous. Here's why!

Interested in creating a legacy that gives future generations the opportunity to enjoy the outdoors? Here's one way to do so!

Re-evaluating traditional estate planning techniques in light of SECURE Act 2.0

Genetic testing can help reveal significant health issues, but does that put you at risk of insurance companies declining to insure you?

Hurricane season serves as an apt metaphor about the importance of estate planning as no one can predict exactly what the future holds.

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The new law threw estate...

Real estate is often the most valuable asset to be distributed after a death. Here are some questions to help you work through what to do.

Already have a plan but not sure if it passes muster? Recently moved to NC & wondering if your plan is still good? You need a Plan Audit!

Here's why you should add a beneficiary to your Health Savings Account and the allowable beneficiary options.