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Tom O'Rourke

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Your estate plan: How to secure (or tarnish) your legacy

In many ways, the way you handle your final affairs will determine how your family and friends remember you. So it’s important to get it right.

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The end is near! So, what’s for lunch?

No matter how the pandemic has impacted your life, changes in your own situation may have happened that mean you should adjust your estate accordingly.

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When ‘no plan’ is your plan

Suppose your charming but kind of flaky son or granddaughter inherited a large sum of money, maybe as much as six figures, as soon as this month?

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What's Your Plan for Retirement. small wooden board with chalk on the table

Don’t forget to file: Avoiding an audit

If you haven’t done your taxes yet, no problem. There’s still plenty of time. If you are planning not to pay your taxes, that is a problem.

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