Check out our blog posts for Estate Planning tips, resources, and recent developments
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 third—marriages are becoming quite common. Blended families present a number of particularly challenging legal and financial issues from an estate planning perspective.
Married in Massachusetts? A Joint Revocable Living Trust May Be Your Best Option
When younger clients are juggling multiple RLTs, realty trusts, and ILITs with no idea why, it’s often a sign that they have a cookie cutter estate plan that doesn’t serve them. In my experience, an overly complicated estate plan can result in a failure to fund properly, and can create a probate time bomb that families won’t even learn about until it’s too late.
Estate Planning For a Child With Special Needs: Three Tools You Need to Know
As a parent of a child with special needs, legal planning can seem overwhelming. The good news is that there are a number of estate planning tools available to help you protect your child's interests and provide for their needs, both now and in the future.
Estate Planning: A Gift of Peace and Power for Every Mother
Here’s a Mother's Day gift that keeps on giving: the peace of mind and power that comes with thoughtful estate planning. Estate planning helps you protect yourself, your children and your financial stability so you’re prepared for anything. That’s the best gift a mom can get.
‘til Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually comes to an end. Whether you have planned for that ending or not will have a real impact on you, your partner, and your assets.
14 Ways to Show Your Finances Some Love This Year - Part 1
February may have been the month of love – but there's a different kind of love that deserves our attention: the love we show ourselves, our family, and our wallet through thoughtful financial planning.
Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
Many assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets. However, the reality is far more complex and potentially unsettling.
Let's unpack why relying on assumptions alone could leave your children's future in uncertain hands.
Want to Show Your Partner How Much You Love Them? Put Them In Your Will
In this blog, we'll explore why adding your partner to your Will and estate plan isn’t just a romantic gesture but the ultimate act of love.
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever.
Your Most Important New Year's Resolution: A Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list– creating a Kids Protection Plan™.
Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In 2024, the SECURE 2.0 Act brings significant changes to the world of retirement savings and college savings accounts that could substantially impact your family's financial future.
How to Talk Money With Your Family Over The Holidays
The holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right. Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips.
The Scary Truth: Naming Godparents Does Not Create Legal Guardians
Many parents name godparents to mentor and guide their children throughout life. But the scary truth is that your children could still end up in the care of a stranger, even if they have a godparent.
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan
To make sure your child is always cared for by the people you love and never taken into the care of strangers, even for a minute, it’s crucial to have a full Kids Protection Plan®.
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2
Last week we started to explore the key estate planning components every newlywed couple needs to protect their rights, wishes, and plans now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds.
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1
With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may feel out of place, but creating your estate plan as part of your post-nuptial to-do list is the greatest gift you can give your new spouse.
Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children.
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2
Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan.
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1
Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. If any of these events have happened in your life, it’s time to review your plan.
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But before you set off on your adventure, it's essential to ensure that your legal affairs are in order. Read more…