A long-distance move calls for a clear plan, and a solid checklist helps everything stay on track. Tampa homeowners often juggle tight schedules, warm weather, and active neighborhoods, so preparing ...

Planning a wedding can be stressful, trust me, I’m in the midst of doing it myself. And you have probably scoured the internet for the perfect wedding checklist to get things in order. But every ...

Every effective estate plan should grow with the changes in life circumstances. Helping clients adjust their estate documents after a move, a change in family, career or health, or a shift in finances ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a ...

Most of the financial articles you read are about the importance of saving for retirement. Saving is important, but it generally isn’t enough to retire successfully. Retirement has lots of moving ...

Year-end is an ideal time to assess capital gains, harvest tax losses if appropriate, and help ensure your estimated payments ...

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today! Having estate planning conversations with your ...

When you purchase through links on our site, we may earn commission. Read our full commerce guidelines here. Congratulations on your engagement! Now the fun of wedding planning begins, and you can ...

When you first get engaged the number of things that have to be done before the big day can seem overwhelming. A good wedding-planning timeline can give you great peace of mind. We’ve started our ...

“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...