Latest Articles

Ten reasons why you need a trust

Christine Fletcher •
Forbes
Smiling adult sisters hanging out in kitchen eating lunch

Clients often ask, “Why do I need a trust?” This question comes up even more frequently since Congress passed the Tax Cuts and Jobs Act of 2017, which increased the federal estate tax exemption amount from approximately $5 million per person to $11 million per person or $22 million per couple. Those amounts are adjusted

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One of the two main types of life insurance can cost hundreds more a year, and two questions can tell you whether you need it

Tanza Loudenback •
Business Insider
Couple using tablet pc outdoor.

  The biggest difference between term and whole life insurance is the length of coverage. Whole life insurance policies have no expiration date and are more expensive than term life because they also have a cash value component.  Part of each monthly or annual premium goes to the insurance company, and part of it goes toward

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Adult kids’ expenses: Which should parents pay for?

Next Avenue •
Forbes
Mother and daughter talking on sofa

Now that college graduation season is here, parents and their young adult kids are coming face-to-face with the key post-graduation financial question that will impact them for years: Who pays for what after the college degree? That’s really a bunch of questions all rolled into one: Is it reasonable to continue providing financial support to

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