4 Tips For Discussing Estate Planning With Your Family This Holiday Season
As we head into the peak of the holiday season, you are likely spending more time than usual surrounded by your family and friends. It is...
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raina58
Dec 12, 20226 min read
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...
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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Aug 8, 20224 min read
3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1
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...
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Jul 25, 20226 min read
HOW ESTATE PLANNING CAN REDUCE THE HIGH COST OF DYING—PART 2
Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate...
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Jul 18, 20225 min read
How Estate Planning Can Reduce The High Cost Of Dying—Part 1
Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared...
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Jul 11, 20226 min read
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
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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 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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Mar 31, 20228 min read
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you are likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...
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Feb 21, 20226 min read
Updating Your Estate Plan for Divorce: 5 Changes to Make
Divorce can be one of life’s most stressful events. With so many major changes taking place, it is easy to forget to update your estate...
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Jan 31, 20227 min read
Preventing Family Conflict And Disputes Over Your Estate Plan
No matter how well you know your loved ones, it is impossible to predict exactly how they will behave when you pass away or if you become...
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