Do I Need a Revocable Trust?

I'm going to start this by assuming that you have a valid will in place.  If…


Having the Financial "Talk" With Your Parents

In the house I grew up in, we had the "Florida Room", our screened porch…


When Should I Redo My Will?

I'm going to start this post by assuming that you do, in fact, have a will in…


Should I Give Equally to My Kids?

I recently counseled with a couple in their 60's who feel behind in saving for…


Dave Dies Day

We don’t like to think about the reality of dying, much less planning for it.…


How Much of an Inheritance Should I Leave?

If you're like most folks, this is a question you might not have thought about…