We loved you, Dolly. Your watercolor portrait in our office has been an inspiration for years, and will continue to be for many more years to come. You were one of a kind. RIP, beautiful lady.

Using your RMDs (Required Minimum Distributions) from your retirement accounts to fund charitable causes can be a great tax strategy if you’re looking for ways to ease your tax burden…

Giving a beneficiary full and unfettered access to your retirement account at death could cause a lot of problems. If your beneficiary needs help managing their money, and you have healthy retirement investments, there are solutions you should know about…

When people think about estate planning, they often focus on who will inherit their assets. Just as important, however, is deciding who will be responsible for carrying out your wishes after you're gone…

Having a trust isn’t enough…you have to fund it! Learn what “funding” means and how to make sure it gets done.

Capital gains tax can be a real downer, so how do make sure to preserve that while we do our estate planning?