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‘Fiduciary rule’ voided by judge: What the decision means for you

October 17, 2018

Elder law, Estate Planning, Fiduciary responsibility, financial planning

The fiduciary rule, a regulation that required financial advisers to put their clients’ interests ahead of their own, is now dead. Enacted in 2016 after five years of development in…

The End-of-Life Conversations You Should Have with Your Loved Ones

October 16, 2018

Beverly Nelson

Estate Planning

Estate Planning, estate planning documents, inheritance, insurance

According to USA Today, 90 percent of people think it is important to have end-of-life conversations with their loved ones, yet only 30 percent of Americans are actually doing it.…

Make an Estate Plan for Your Digital Assets

June 15, 2018

Timothy Rice

Estate Planning

digital assets, legal protections

Today, 77 percent of Americans go online every day, according to a recent Pew Research Center survey, and most of us maintain at least some kind of digital data in…

Family dispute illustrates need for long-term care plan

May 17, 2018

Timothy Rice

Legal Insights

court, legal, New Jersey, trial

A recent New Jersey court case demonstrates how important it is for families to come up with a long-term care plan before an emergency strikes. The case involved two brothers…

Use your will to dictate how to pay your debts

May 11, 2018

Timothy Rice

Estate Planning, Wills

debts, executor

The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs on how to…

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News & Updates

‘Fiduciary rule’ voided by judge: What the decision means for you

The End-of-Life Conversations You Should Have with Your Loved Ones

Make an Estate Plan for Your Digital Assets

Family dispute illustrates need for long-term care plan

Use your will to dictate how to pay your debts

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