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 21, 20227 min read
Probate: What It Is & How to Avoid It—Part 2
Last week, in part one of this series, we explained how the probate process works and what it would entail for your loved ones. Here in...
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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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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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Jan 24, 20226 min read
5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2
Last week, in part one of this series, we covered the first two ways DIY estate plans can fail. This week we will cover the remaining...
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Jan 17, 20226 min read
5 Ways DIY Estate Plans Can Fail & Leave Your Family at Risk—Part 1
A quick Google search for “digital wills” or “online estate planning” will return a multitude of different websites offering low-cost,...
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Dec 25, 20214 min read
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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Dec 18, 20215 min read
3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
You are likely aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible....
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Dec 11, 20213 min read
Donate Appreciated Assets to Charity Instead of Selling Outright for Tax and Income Benefits Using a
The end of the year makes us all think about how we may be able to save on taxes. If you have highly appreciated assets like stock and...
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Dec 4, 20217 min read
A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son with Next to Nothing—Part
Ensure Your Business Agreements Are In Accord With Your Estate Plan As we learned last week, although Bob intended to leave all of his...
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Nov 22, 20218 min read
10 Things You Should Know About Living Wills
When it comes to estate planning, you have most likely heard people mention a couple of different types of wills. The most common is a...
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Nov 15, 20215 min read
2021 Estate Planning Checkup: Is Your Estate Plan Up-to-Date?
Estate planning is not a one-and-done type of deal. Your plan should continuously evolve along with your life circumstances and other...
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Nov 6, 20217 min read
Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 2
As we reported last week in part one, although DMX was wildly successful in both music and movies, the rap icon experienced serious legal...
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Nov 1, 20216 min read
Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 1
Legendary hip hop artist DMX—born Earl Simmons—passed away on April 9 at age 50 after suffering a massive heart attack a week earlier at...
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Oct 23, 20214 min read
Estate Planning Must-Haves for Single Parents
If you are a single parent, life for you right now is likely extremely busy. You are being pulled between work, school activities, and...
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Oct 16, 20216 min read
Estate Planning for A Child With Special Needs: What Parents Need To Know
Estate planning is an obvious concern for all parents. However, if you have a child with special needs, it is crucial that you are aware...
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Oct 9, 20213 min read
Money Talk: How Much Will You Share With Your Kids (and When)
In many families, money is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when...
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