Sooner vs. Later
Consider making your annual exclusion gifts in January. Here’s why.
Best Laid Plans
Amidst the holiday season, some are realizing that “blending” families is a tall order.
Smart Devices for Our Aging Seniors
Smart technology that can help those facing dementia.
What We Leave Behind
Some interesting thoughts on what it takes to successfully transfer family wealth (hint: it’s not all about the money).
When Statutes Collide
Beware the fraudulent conveyance.