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 27, 20228 min read
Estate Planning FAQs For LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the...
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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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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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Jul 17, 20215 min read
6 Things You Should NOT Include In Your Will
A will is one of the most basic estate planning tools. Relying solely on a will is a suitable option for many people. However, depending...
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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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Apr 9, 20203 min read
Share Your COVID-19 Story
Good and bad has come from this global pandemic. This week I want to share my good and bad and hear from you about your good and bad....
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Apr 1, 20203 min read
Finding Liquidity During COVID-19 Emergency
The past few weeks have been a whirlwind of information on what is really going on with the spread of COVID-19. Continent to continent,...
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Mar 24, 20206 min read
Domestic Violence in the Blended Family
Most people feel as though it will never happen to them. That someone whom they love so much and are in such close proximity to would...
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Mar 17, 20204 min read
When COVID-19 Strikes Your Blended Family
COVID-19 has taken the planet by storm! From a wild meat market in Wuhan, China all the way across the oceans in every direction. Its...
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