We are pleased to announce two great additions to our staff: Colleen O'Hara, Paralegal; and Debra Garza, Trusts and Estates Administrator. More Details

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 the family you'll leave behind? More Details

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. Their power is in their versatility--many types of trusts exist, each designed for a specific purpose. Here are some brief descriptions of the most common types. More Details

The answer depends on the type of financial record. Here's a general guide for tax, retirement, investment, and home improvement records. More Details

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 trail in their financial lives, preferring instead to receive and store all their financial statements electronically. But are electronic records adequate? More Details