Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Planning a wedding can be stressful, trust me, I’m in the midst of doing it myself. And you have probably scoured the internet for the perfect wedding checklist to get things in order. But every ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a ...

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today! Having estate planning conversations with your ...

Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...

I was talking to a thirty-something acquaintance and, just to make conversation, I asked how her father-in-law was transitioning into retirement. “He’s such a luddite, I’m not encouraged.” Luddite by ...

When you purchase through links on our site, we may earn commission. Read our full commerce guidelines here. Congratulations on your engagement! Now the fun of wedding planning begins, and you can ...

When you first get engaged the number of things that have to be done before the big day can seem overwhelming. A good wedding-planning timeline can give you great peace of mind. We’ve started our ...

A long-distance move calls for a clear plan, and a solid checklist helps everything stay on track. Tampa homeowners often juggle tight schedules, warm weather, and active neighborhoods, so preparing ...