Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

Putting your hard-earned lifetime assets in a living trust could be a good way to avoid the headaches that accompany the probate process. A legal probate is not only time-consuming, but it can also be ...

As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can ...