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
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 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 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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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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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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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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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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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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Mar 10, 20205 min read
Blending Families When You Have Older or Adult Children
Older and adult children add a different dynamic to a blended family. They tend to have strong allegiances to their biological parents...
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