Estate Planning

Jason was a 40-year-old single dad with a special-needs son. His mother, Lorraine, knew Jason had always struggled financially working...

At 67, Emma had three grandchildren under 10 — and a concern. “I don’t think their parents will teach them about money,” she confided in...

When Frank retired at 65, he knew one thing for sure: he didn’t want to leave his kids “a pile of money with no roadmap.” His father had...

As a parent or grandparent, you’ve probably been asked for help; a down payment, a loan, a little extra for school or a wedding. These...

James and Darlene had built a tidy nest egg. Their three daughters were smart, independent, and all in their 30s. They believed the girls...

Ella loved her only grandson, Max. He was 22, sweet, artistic, and full of dreams. She often said she wanted to give Max a head start...

When David passed away suddenly at 67, his will was simple: his two adult children, Alana and Jared, would split his savings equally. It...

You’ve worked for decades to build a life you’re proud of. A home, a savings account that didn’t exist when you were starting out, and...

Martha had been a nurse for 40 years. She had lived frugally, invested steadily, and by the time she turned 72, she had paid off her...