The death of Gerald Cotten, the CEO of QuadrigaCX, a major cryptocurrency exchange in Canada, demonstrates a basic, yet often-overlooked,...

In a previous article, we shared steps to understanding your parents’ estate planning and the nature of their assets, as well as how to e...

If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how th...

Sometimes the worst does happen, and if it does, you want the people you love to be able to grieve properly, without leaving them with a mes

Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death....

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenge...

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous ...

In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here we explain the ben...

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the motivating factors driving y...

While most people assume only the uber-wealthy need to worry about asset protection, those with less wealth and fewer assets may be at ev...