The White House Office of the Press Secretary For Immediate Release March 31, 2011 Presidential Proclamation–National Financial Literacy Month A Proclamation      Americans’ ability to build a secure future for themselves and their families requires the navigation of an increasingly complex financial system.  As we recover from the worst economic crisis in generations, it is [...]

Estate planning is one of the most overlooked areas of personal financial management. It is estimated that over 120,000,000 Americans do not have up-to-date estate plans to protect themselves or their families in the event of sickness, accidents, or untimely death. This costs the affluent and middle classes wasted dollars and hours of emotional hardship [...]

Q: We’re married with two adult children, a modest amount of assets and haven’t gotten around to doing any estate planning. What can we do to quickly get our estate plans together and work most effectively with our attorney? – G. T., Vermont  A: Estate planning is important for everyone, regardless of the size of [...]