Many people assume that adding others as a joint owner of assets is an easy way to enable management of an asset and/or avoid probate

Last week, we saw an extremely sad, but very illustrative example of why a trust should be thought of as a coordinated planning exercise and

When was the last time you reviewed the beneficiary designations on your retirement plans, insurance policies, or even your basic cash accounts? Making sure that

We often hear that our fees are higher that many would like to pay, especially in light of online services or software that supposedly enable