If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. There are some key steps to consider taking today.

Creating and executing a buy-sell agreement may be one of the most important moves a business owner can make. But, don’t stop there – proper implementation and integration is just as critical.

Grandparents on solid financial footing may want to consider helping to fund their grandchildren's college education with tax-effective strategies.

Deciding between a revocable living trust and will is often misguided. Typically, a revocable living trust is drafted alongside a pour-over will to provide many benefits. It may be time to revisit your estate plan with your attorney and your CFP®.

It has been eighteen long, mostly wonderful (?) years, but it is now time to send them off to college! Don’t overlook a critical aspect of your child leaving for college. It is important to be cognizant of the privacy laws that relates to your now-adult child's medical records.

Typically, the cost of preparing a basic will is just a few hundred dollars, and only takes a day or two. Yet not having a will can come with severe consequences.

Your teenager may not get rich mowing lawns or babysitting the neighborhood children, but contributing some of those weekend earnings to a Roth IRA can pave the road to a more secure financial future. Though Roth IRA contributions are not tax deductible, most teens pay little or no taxes anyway, and Roth IRAs will allow their money to grow tax-free for decades.