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 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 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 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 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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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 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 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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Mar 3, 20205 min read
Making Healthcare Decisions as a Blended Family
Healthcare decisions are never easy. Sometimes tough choices have to be made and many times someone is left hurting because they were not...
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Feb 25, 20204 min read
Bringing Assets Into a Second or Subsequent Marriage
It is much easier when you marry in your earlier years before either of you have acquired much in the way of obligations, property or...
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Feb 18, 20205 min read
Establishing Rules and Routines in a Newly Blended Family
Starting a blended family is exciting and nerve wrecking at the same time. Will the children like their new step parent? Will the step...
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Feb 12, 20204 min read
When the Past Creeps Up
Back in the day when I was young I’m not a kid anymore but some days I sit and wish I was a kid again (Song credit: Ahmad, Back in the...
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