Many people think that charitable planning or trying to become more philanthropic is not something that’s practical or realistic for the average family or individual. Obviously, it seems [...]

Marc Cusano: Tim, I was recently asked by a woman who’s approaching age 40, “Is this a good time for me to get an estate plan?” And I think my initial reaction and response was, [...]

 We believe it makes good sense to review and update your estate plan and any accompanying documents every three to five years, approximately. Reason being, you just don’t know [...]

You have a will, which can be enough for certain issues, such as providing for minor children or deciding where and how your assets will be disposed of at death. But a will is not necessarily [...]