Help Your Parents Avoid These New Financial Scams – Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and...
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AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...
Help Your Parents Avoid These New Financial Scams – Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target...
Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...
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...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2
You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1
Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....
What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday...
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and...
Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless
Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your...
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...
Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate...
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2
Last week we started the discussion of why it’s so important for LGBTQ+ families to invest in custom estate planning. While major strides...
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1
June is a time of celebration and reflection for the LGBTQ+ community as Pride Month shines a spotlight on the progress made in the fight...
Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview
May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they...
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of...
Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...
Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended...
4 Ways to Use AI to Make Life Easier for You and Your Family
Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to...
Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead
If you’re a pet owner, you know the special bond that exists between you and your pets, and to many pet owners, our furry friends aren’t...
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