Ask the Experts: Are electronic records the same thing as paper records?

The number of people using their computers to prepare tax returns and manage investments has skyrocketed in recent years. In fact, many people have completely eliminated the paper …

Ask the Experts: How long should I keep my financial records?

The answer depends on the type of financial record. Here’s a general guide:

Tax records — Most financial professionals recommend keeping your tax records for up to seven years. …

Common Types of Trusts

Whether you’re seeking to control how your assets are distributed after your death, avoid probate, plan for incapacity, minimize transfer taxes, or protect assets from potential creditors, trusts can help you accomplish many estate planning goals. …

Money for Your Life: Determining Your Life Insurance Need

Life is priceless. But if you’re purchasing life insurance, a financial value needs to be assigned to it. How do you determine how much your life is worth in dollars to …

New and Improved Staff

We are pleased to announce two great additions to our staff: Colleen O’Hara, Paralegal; and Debra Garza, Trusts and Estates Administrator. With the recent addition of these accomplished professionals, we have greatly enhanced our ability to …