This is a very common question from my Baby Boomer and Senior clients.  When I ask them why they would want to do that, the answer is usually about protecting …

Baby boomers and seniors tend to have a large concentration of their wealth in tax-qualified accounts like IRA, 401k, and 403b accounts.  I’ve met hundreds of clients who have worked …

Most parents don’t openly express that they aren’t thrilled about their adult children’s marital decisions.  That said, with divorce rates exceeding 50%, many families do consider the potential of their …

Many families think that once a relative is in the nursing home, it is too late to plan to preserve assets.  They think they have to be financially broke before …

Last year, my wife and I welcomed our third child into our home.  She is our first daughter, and I can tell that I already think differently about her than …