Now that the summer is in full swing, the kids are out of school, and the boats are in the water, it’s a good time to take a fresh look at the work you have already done in planning for your future ...

When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked a nurse a question about her care. “She ignored me, then asked my ...

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 ...

Well. Here we go! It’s 2021, a new babe of a year with tremendous promise, an abundance – hopefully – and a clear path to success. Today, I want to spend a moment and discuss with you some things to ...

January tends to be a busy month for estate planners, as clients follow up on resolutions to get their estate plans in order. But even if you're not hearing from clients, you should consider being ...

One of the first things you need to do is verify all deadlines. As soon as you are given a signed contract to close, check the due-diligence deadline, the closing deadline and any other deadlines ...

Not a lot of people like to think about dying, let alone plan for your death. But that's exactly what estate planning is. It might seem morbid to make preparations while you're still very much alive.

A commercial real estate due diligence checklist can help potential investors uncover hidden risks, validate the property's value and avoid costly surprises. No matter what type of commercial real ...