I’m often asked this question: "With the federal estate death tax exemption amounts being so high, do I really need an estate plan?" The answer I give is "Absolutely...

Throughout my career at Parsec, I have had the opportunity to join our founder, Bart Boyer, at several client appreciation dinners. During these events, Bart would famously review the...

If you have recently inherited an IRA, may receive an inherited IRA in your future or are passing along your IRA to beneficiaries, it is important for you to...

The areas of trust planning and trust creation are vast and limited only by the imagination of the trust-makers, their attorney and the law. Trusts can be written and...

Even though 2020 and 2021 have been a challenge for everyone in very personal and different ways, I believe that one commonality we all share is that these...

As we approach the end of the year and the holiday season, we seem to be bombarded with opportunities for charitable giving. Happily, many of us answer this call...

The trustee acts as the legal owner of trust assets and is responsible for handling any of the assets held in trust, filing taxes for the trust and distributing...

Talking with your children about disability and/or death can be a difficult task for most people. Parents spend the better part of their financial lives working, saving and planning...

Most people don’t realize that how you hold title to property directly influences your estate plan. Since it’s a common misunderstanding that can dramatically alter your intentions, let’s explore...

No two people are alike, and no two families are alike. More and more often, families are being created and shaped in nontraditional ways and continue to change the...

Losing a spouse or partner is a dramatic and emotional experience that can have a serious impact on the financial health of the surviving spouse. Financial planning and investment...

Are you within 5 years of retiring? If so, here is a quick checklist for you to reference on what you should be doing five, four, three, two and...

In addition to preparing yourself mentally for retirement, you should also make tactical changes to your portfolio and overall financial plan as you approach your targeted retirement date.

Are you getting close to retirement age?  Have you started daydreaming about long, lazy days in the sun without a hectic schedule filling every minute?  Then perhaps it’s time...

Turning 65 made me think about financial security, or perhaps to think about it differently than I did at 45. My perspective on what exactly financial security is has...

My husband and I recently took our two young girls on a family trip to Lake Tahoe, NV. We totally unplugged to enjoy mother nature and teach our children...