Colorado now allows residents between 55 and 64 to avoid paying taxes on Social Security benefits if their adjusted gross ...

We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025.

Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, ...

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.

Estate planning isn’t just about transferring assets—it’s about preserving your legacy, protecting your family, and ensuring ...

Use a soft-close approach to ease into hard estate planning talks. Explain your choices to avoid hurt, confusion, or resentment. Get buy-in from the people you’re trusting with big responsibilities.

Get expert advice from the team at MacMillan Estate Planning. Sheri MacMillan shares practical strategies for navigating uncertain markets while preserving family harmony, minimizing tax ...

Effective estate planning goes beyond simply drafting a will. It involves ensuring that one’s assets, property, and wealth are transferred according to their wishes, within the framework of ...

according to the founder of The Real Estate Whisperer Financial Planning. That's because of calculations based on "optimistic assumptions, untracked costs and the absence of formal benchmarking ...

It's more than just passing on wealth! Ensure your health care wishes are respected, appoint guardians for loved ones and ...

Sometimes our lives change without us even noticing, and sometimes those changes are drastic enough to require changes to the estate plan. It’s also my hope that by taking a look at my year ...