Workers and their families are facing increasing pressures to manage their day-to-day responsibilities, including caring for ...

Younger adults are on the cusp of a historic windfall as older Americans begin passing on an estimated $38.3 trillion in ...

Your retirement products can make a notable financial difference in the lives of your loved ones when you pass away.

You see the pattern — through an agreement with the company holding the asset, you have provided for disposition of the asset ...

If you got hit by a bus tomorrow, would the bills get paid? Would your family know how to access your bank accounts, insurance or even your retirement accounts?

Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.

When a man accuses his own brother of stealing an inheritance, the fallout rarely stays confined to bank ledgers. It seeps ...

Before you invest time and money into probate avoidance strategies, it's worth taking a step back to understand whether this ...

In December 2025, Governor Kathy Hochul enacted the New York Electronic Wills Act — new legislation which creates a framework for wills to be executed, attested to, and filed electronically. The law ...

Early-Year Market Conditions Create Strategic Opportunities Entering January, the Miami Valley market is showing signs of renewed activity. Slightly lower interest rates are beginning to draw more ...

Attorney John Heggie from Wochner Law Firm speaks to host Jon Hansen to discuss how the beginning of the year is a great time ...

With an ABLE account, a disabled person can have up to $100,000 without losing access to means-tested programs such as Supplemental Security Income and Medicaid benefits. Millions more Americans with ...