Bill shares a story of how family dynamics and unravel your planning, and how that can be avoided with trust-based planning.

Bill explains what a stretch IRA is and the two major benefits that it provides.

Bill explains the importance of the legal document known as the digital release. Not having one can create a nightmare when it comes to finding and managing a loved one's online assets.

Bill exposes pitfalls and unforeseen expenses that can bust your budget when you're on a fixed income in retirement.

The will is one of the most misunderstood legal documents. In this episode Bill explains why it's a bad idea to write your own will without professional help, but also addresses what needs to be done if you choose do it anyway.

In our final installment of our series on VA benefits, Bill walks us through the application process.

In the second episode of our three-part series, Bill explains what the VA Improved Pension Program is, how to qualify, and what the spousal benefit is.

Bill goes in-depth on potential veterans benefits, explaining why navigating the waters of the VA is so difficult and why it is nearly impossible (by design) to do without professional help.

While we normally focus on protecting the wealth and assets you have acquired, this episode focuses on acquiring money that you were not aware belongs to you.

The second and final installment of our series exploring how asset protection and gifting changes with a special needs child or loved one. Bill explains what an ABLE account is and how best to use it.