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Chatterton & Associates’ new resource center will provide options that work for your schedule, financial interests, and preferences.

Celebrities are not immune to making estate-planning mistakes. Here’s how to avoid the errors made by the rich and famous and make sure that all of your wishes are taken care of.

Proactive planning is essential to growing and preserving your assets. It’s the foundation upon which we base our relationships with clients - and why we created our 3-in-1 approach.

At Chatterton & Associates, we are pleased to announce that our Chatterton, Inc. website has a new look. Our new website is designed with you in mind, creating a more streamlined experience that’s easier to navigate.

Avoiding these eight common estate planning mistakes can help make life easier for those who survive you.

Establishing an estate plan specific to your individual circumstances will help streamline the settlement of your estate and ensure that your intentions come to fruition after your passing.

The role of an executor that has to close out an estate must be taken seriously as the IRS can come after the executor personally for tax underpayments should this not be handled properly. Make sure to file the following tax returns when closing an estate.

Inheriting money can be overwhelming, especially if you are likely to make common beneficiary mistakes. Learn how to manage an inheritance with our 4 tips.

Poor beneficiary planning can lead to unintended consequences for you and your loved ones. Learn how to avoid mistakes in designating an IRA beneficiary.