Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...
top of page
BLOG
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? The FAFSA Simplification Act, which went into effect last month, now...
Your Most Important New Year’s Resolution: Creating 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–...
Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family
Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you...
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability...
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a...
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....
Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans....
Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that...
What You Must Know About Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...
How to Talk Money With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...
Transition to Adulthood: What Happens Legally When My Child Turns 18?
Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your...
The Scary Truth: Naming Godparents Does Not Create Legal Guardians
As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and...
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, from adjusting your tax withholding to strategically...
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look...
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your...
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens...
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...
Got Intellectual Property? Include It In Your Estate Plan
You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write...
bottom of page