Check out our blog posts for Estate Planning tips, resources, and recent developments
‘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.
3 Estate Planning Documents Your Parents Need Right Now
As your parents navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. To make sure your parents can always get the help they need — in the way that they would want — make sure they have these 3 documents in place right now.
14 Ways to Show Your Finances Some Love This Year - Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year. Read Part 2 of our series now for even more.
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.
This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time
The SECURE 2.0 Act aims to make it easier for people to pay off student loans while also saving for retirement. Want to know if this applies to you? Read on …
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.
Talking to Your Parents: Two Conversations About Money and Death You Need to Have
In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly understand your family’s financial picture and your plan for the future.
Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
Life insurance is an important part of protecting your family, but if you don’t set it up the right way, there’s a good chance it won’t help your loved ones the way you want it to.
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™.
Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family
This week, we explore the differences between hourly billing and flat fee billing for attorneys, and how these differences can affect the legal work you’re paying for.
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 2
This week we continue our discussion on estate planning for a loved one with dementia and how planning must become more proactive and strategic than ever to avoid conflict over your loved one’s wishes in the future.
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 1
In this blog, we'll explore the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected.
Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning
Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. In this blog, we explore practical and heartfelt ways to hold space for your loved ones who are mourning.
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.
Own a Business? Don’t Miss The Corporate Transparency Act Reporting Deadline
If you or your Trust own or manage a business, you’ll be required to report information about the company's ownership under the new Corporate Transparency Act. And if you, or your Trust, create a new company in 2024 or later, that report could be due in as little as 30 days.
What You Must Know About Your Right to Your Spouse’s Retirement Benefits
This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re part of a blended family.
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.
Transition to Adulthood: What Happens Legally When My Child Turns 18?
This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood.