If you’re thinking about taking this step (or you know someone who’s considering it), you need to tread carefully. There’s a lot of advice floating around, and not all of it is good. Here's what you need to know.

When you're planning for incapacity, consider adding a "Plan in a Can," a recycled tennis can that becomes a portable holder for your most important health and personal information in case of an emergency.

By the time you reach your 50s or 60s, you don’t just fall in love with someone. You fall in love with someone who has a past. And you bring your own past with you, including children, exes, assets, debts, obligations, or carefully laid estate plans. That’s when things can get complicated.

Retirement should be a time of relaxation and enjoyment, but without proper financial planning, it can quickly become a source of stress and uncertainty. With approximately 70% of people over age 65 eventually needing some form of long-term care, understanding how to resource your retirement—including these potential healthcare needs—is essential for financial security.

Before you get too far into 2026, it’s worth adding one more important task to your list—a legal and financial checkup. Taking a few hours now to review your key documents and accounts can prevent future problems, protect the people you love, and make sure your wishes are carried out exactly as you intend.

August is National Make-A-Will Month — a fitting reminder that taking care of your loved ones isn’t just a gesture of love; it’s a matter of responsibility. Creating a will is one of the best ways to prove that what you care about most will truly live on.

For years, Georgia property owners had few simple options for transferring real estate directly to a beneficiary without going through probate. Now, the Transfer on Death Deed opens up another route to probate-free property transfers.

We have an update from the Treasury Department regarding about the Beneficial Ownership Information (BOI) reporting requirement.

Due to competing rulings, the Beneficial Ownership Information (BOI) reporting requirement is on hold. Again.

Many high-net-worth individuals are on pins and needles waiting to see how anticipated changes to estate tax laws will impact them.