With the conflict in Ukraine, we may still see more volatility and fear impact markets, but in terms of investor portfolios, the message is perhaps bland, but comfortingly so. Stay the course with a diversified portfolio and keep a long-term perspective, however difficult that may be.

We often talk about different estate planning vehicles and about what types of provisions and powers should be including in your estate plan. Let’s talk about what you shouldn’t put in your will, or at least, not without a lot of thought and care.

There is a current legal trend to avoid using legal terms and to make the language of law accessible for clients. However, there are some terms that are unavoidable, and it helps to be familiar with them when considering your estate planning.

Trusts are versatile, you can accomplish incapacity planning, probate avoidance, tax planning, asset protection and more with trusts. However, sometimes people make mistakes with living trusts, and it doesn’t create all of the benefits intended.

In a world of inflation, investors sitting on cash need to step into the ring and fight. And simple math shows why stocks can be a basic fighting tool.

Despite the various proposals to lower federal transfer tax exemptions and increase the tax rates, none of them were enacted in 2021. This means that the exemptions have increased for inflation in 2022, giving you another chance to locking in the advantageous rates and exemptions.

Estate planning attorneys are often asked if a particular asset will be included in an estate. When you die, your estate is defined in different ways for different planning purposes.

Climate change will affect insurance rates, the areas where we choose to live and even how we build and renovate our homes.

You cannot be forced to accept an inheritance you don’t want, however, what happens to the inheritance after you reject, or “disclaim” it depends on a number of things.

The investing world was abuzz with potential changes to taxes laid out in President Biden’s multi-trillion-dollar spending plan. Here’s a quick summary of where the latest proposals stand.

Charitable giving feels good. So does reducing your tax bill. The CARES Act provides an opportunity to do more of both in 2021.

When you’re building portfolios and evaluating performance, it’s easy to think in terms of pre-tax returns. But in reality, it’s the after-tax returns that matter for taxable investors.

The last two years have made it clear that this old rivalry—Suburbs vs. Cities—is still very much a thing, especially when it comes to housing.

Buying a second home is a dream for many homeowners, one that can be made into reality by leveraging existing equity, paying a higher down payment and reaching out to a trusted lender who can guide them through the process.

The path for further gains in risk assets looks to have narrowed after a long run higher, but BlackRock reaffirms its tactical pro-risk stance.

There are many more advantages to the college savings programs than simple tax benefits.

Capital gains tax is one of the most overlooked expenses you’ll need to pay on a real estate transaction.

Some homeowners claim mortgage interest deductions to pay less in income tax each year. Is this a viable option for you?

The biggest problem with powers of attorney is not the lack of one, but having one without sufficient powers or provisions.

All of us can improve the odds of a longer, more healthful life simply by avoiding the health mistakes that people tend to make after age 50.