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, 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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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 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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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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Mar 28, 20227 min read
7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...
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Mar 14, 20227 min read
Probate: What It Is & How to Avoid It—Part 1
When most people pass away, many of their assets must first go through the court process known as probate before those assets can be...
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Mar 7, 20226 min read
Protect Your Home, Family, & Assets from the Growing Threat of Natural Disasters
Over the last few decades, we have seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and...
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Feb 28, 20225 min read
What To Expect from Your Initial Meeting with Us, Your Life & Legacy Attorney
Whether you have met with an estate planning lawyer before or it is your first time, it is important to understand how working with us is...
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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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