Check out our blog posts for Estate Planning tips, resources, and recent developments
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.
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2
Last week we looked at four different ways to lower your tax liability for 2023. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024.
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1
It might seem early to think about your 2023 taxes, but it's the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April.
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead.
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.
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
AARP and the Red Cross celebrate Make-A-Will Month by encouraging you to make a Will for free online, but what they aren’t sharing could leave your family with a mess.
Can You Rely on Legal Insurance for Your Estate Plan?
Group legal insurance might seem like a good way to save on your estate planning needs, but will a plan created through legal insurance work for your family when they need it?
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.
What the National Debt Ceiling Extension Means for Your Family
While it may seem like a distant matter, the national debt ceiling extension can have a significant impact on your family's financial well-being and future planning.
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
July is National Family Reunion Month. If you’re getting together with family this month, it’s also a perfect time to talk to your loved ones about estate planning and the legacy you want to leave behind for the next generation.
Estate Planning Pitfalls: 3 Mistakes That Could Make Your Estate Plan Worthless
Did you forget any of these critical financial steps when you created a Trust? Be sure to read this week’s blog to learn why proper funding of your Trust is essential to making it work! Read more…
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…
Passing the Torch: How to Inspire Your Kids to Take Over the Family Business
The dream of passing on your business to your children and witnessing the legacy you've built continue to flourish is a powerful one. However, inspiring your children to embrace the idea of taking over the family business can present its challenges. Read more…
Have a Trust? How the Corporate Transparency Act Affects You
If you have a Trust that is a partial or full owner of a business, the business may be required to disclose certain information about your Trust in an annual report under the new Corporate Transparency Act. So how do you know if the new rule applies to you?
The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 2
Cookie-cutter plans just don’t cut it for LGBTQIA+ families. This week, we’re exploring two more reasons why it’s essential for LGBTQ+ families to have custom estate planning.
The Importance of Customized Estate Planning for LGBTQ+ Relationships - Part 1
While the legalization of same-gender marriage and increased recognition of LGBTQ+ families has made LGBTQ+ rights more visible than ever before, there is still a large gap in estate planning for LGBTQ+ individuals that could leave your loved ones with a big mess.