Your aging parent has a new romance. Here’s how to protect your inheritance — without looking greedy.

Why Modern Families Need to Rethink Traditional Estate Planning

Estate planning expert Harry Margolis explains that traditional estate plans, designed for mid-20th century nuclear families, no longer fit

Why Unmarried Couples Need Estate Planning to Protect Inheritance and Medical Rights

Estate planning attorney Harry Margolis warns that unmarried couples lack the automatic legal protections that marriage provides, meaning pa

Charles Schwab analysis outlines six strategies to protect surviving spouses from estate planning pitfalls

Charles Schwab warns that many married couples mistakenly assume all assets transfer automatically to a surviving spouse, leading to frozen

Is caring for our parents a moral obligation beyond our personal feelings?

Why Unmarried Couples Need Estate Planning Documents to Protect Their Partners

Estate planning attorney Harry Margolis warns that unmarried couples lack the automatic legal protections that marriage provides, meaning pa

The Growing Financial Divide Between Millennials and Their Wealthy Boomer Parents

This article explores the growing tension between millennial adults and their wealthy baby boomer parents over financial support. Through in