We are beginning to have more calls from individuals regarding “fill-in-the-blank” estate planning documents “as seen on TV.” Legal fees are climbing and these ads are another effort to save money, by basically “couponing” away …

Writing your “last will and testament” isn’t a subject most people look forward to and the first few times you think about it, the thought immediately gets deferred. It remains shocking that so many adults …

Fiduciaries have been around since as early as the 14th century and with the management and custody of funds by a third party, certain rules have always been in place. Trustees have often been viewed …

Over the past five years, I have written numerous articles about the importance of having some sort of estate plan in place. During that time, there have been several “out of towners” blast through …

I recently had a unique telephone call regarding my article on Roth IRA rollovers in last month’s issue of Hot Springs Life and Home and what really stood out was the last question, “What is …