05/20/2026
Attention Estate Executors: Do you know about the Alternate Valuation Date?
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.
05/18/2026
What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
05/15/2026
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
05/13/2026
Do your kids have the right stuff for college?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
05/12/2026
Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.
Monthly Market Insights | May 2026
Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...
05/11/2026
This piece presents an overview of fundamental steps to consider when a loved one passes.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
05/08/2026
Childhood attitudes and habits can determine your child's health in his or her adult years.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
05/06/2026
You can help ensure that losing your wallet doesn't turn into something bigger.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
05/04/2026
Children with special needs may need ongoing help after their parents are gone.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
05/01/2026
A special needs trust can help care for a special needs child, even after you’re gone.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
04/29/2026
Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.