Estate Planning

The U.S. has two property systems for married couples, common law, and community property law. In a common law state

Were you gifted paper savings bonds as a child? Did you find a box of T-notes you misplaced years ago

Safe deposit boxes are traditionally more secure than home storage. However, you may want to consider whether storing your original

Most people have heard lawyers and financial planners talk about the importance of creating an estate plan. This is particularly

If you are an adult child of an elderly parent, it is essential to talk with them about estate planning.

There will always be reasons to continue delaying the creation of a robust estate plan. Maybe you expect to get

A large part of estate planning involves how you want your assets to be distributed upon your death. This is