Residential real estate prices in many markets have surged over the last few years. As a homeowner, you may be sitting on a significant unrealized gain, especially if you’ve owned your principal residence for a while. That’s good news if you’re ready to sell, but will you owe taxes on the profit when you sell? Thankfully,…

According to LongTermCare.gov, approximately 70% of Americans will need long-term care (LTC) at some point in their lives. This could mean in-home nursing help or an extended stay in a nursing home or assisted-living facility. You’ve probably heard of LTC insurance and may have received mixed messages about it vs. other funding options. The truth is,…

Summer is a great time for business owners to review their estate plans. Maybe your kids are home for summer break, so they’re top of mind. Or perhaps you’re vacationing with relatives or getting together for a backyard BBQ. Whatever the reason you’re spending time with your family, consider having an open discussion with them about…