Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it is a fact that a...
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raina58
Dec 9, 20225 min read
HOW AN ESTATE PLAN CAN PROTECT YOUR BUSINESS & FAMILY
You have most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even...
raina58
Dec 9, 20224 min read
2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
raina58
Dec 9, 20224 min read
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
raina58
Dec 9, 20225 min read
3 Critical Considerations For How To Save For Your Child’s(or Grandchild’s) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an...
raina58
Dec 5, 20225 min read
4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it is also the deadline for your family to implement a number of key tax-savings...
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Jun 20, 20227 min read
3 Reasons Why Single People With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...
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Jun 6, 20227 min read
How To Pass On Family Heirlooms and Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...
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May 30, 20224 min read
Do Not Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...
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May 16, 20228 min read
10 Common Estate Planning Mistakes Your Family Cannot Afford to Make—Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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May 9, 20227 min read
10 Common Estate Planning Mistakes Your Family Cannot Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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May 2, 20224 min read
How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
When you think about loved ones who have passed away, you probably do not think very much—or even at all—about the “things” they have...
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Apr 18, 20227 min read
How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...
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Sep 25, 20214 min read
Your “Blended” Family Is Likely Headed to Court Unless You Do This
If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are...
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Sep 4, 20216 min read
Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones
Today we are seeing more and more people getting divorced in middle age and beyond. The trend of couples getting divorced after age 50...
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Jul 1, 20203 min read
How to Title Large Purchases
(Originally published July 3, 2019) Photo by Binyamin Mellish on Pexels.com When making a large purchase people do not generally give...
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Jun 15, 20206 min read
Build and Support Black Businesses (Race Relations Pt 2)
In my last blog, I wrote about how something has got to change. It is true that we are at an apex with the way that Blacks have been...
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Jun 7, 20205 min read
Something Has Got to Change (Race Relations in America)
Protesting in DC “Injustice anywhere is a threat to justice everywhere. We are caught in an inescapable network of mutuality, tied in a...
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May 26, 20204 min read
When a Member of your Blended Family has Special Needs
According to The National Survey of Children with Special Healthcare Needs, 12.8% of children under age 18 in the United States, or about...
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May 11, 20204 min read
Why You Need a Blending Agreement for Your Blended Family
Blended or step-families come in all different shapes and sizes. The way that these unique families handle finances comes in just as many...
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