Have Questions? Schedule a Complimentary Call. Click HERE A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones' future when you can no longer be there. It might seem like life insurance is an easy way to hel...
Have Questions? Schedule a Complimentary Call. Click HERE Want to contribute to your grandchild's future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild's education. In the...
Have Questions? Schedule a Complimentary Call. Click HERE 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™. It can be hard to think about a future where you couldn't be there for...
Have Questions? Schedule a Complimentary Call. Click HERE 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 aren't, can often feel like navigating uncharted waters. You want to find an attorney you like who will...
Have Questions? Schedule a Complimentary Call. Click HERE Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered: What it means to have mental capacity o...
Have Questions? Schedule a Complimentary Call. Click HERE Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one's legal decision-making is crucial to ensuring their wishes a...
Have Questions? Schedule a Complimentary Call. Click HERE In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially impa...
Have Questions? Schedule a Complimentary Call. Click HERE Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or have a Trust that owns a business interest, you...
Have Questions? Schedule a Complimentary Call. Click HERE 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 extra considerations and planning it takes to keep your family's life running smoothly – from which par...
Have Questions? Schedule a Complimentary Call. Click HERE 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 you've been meaning to talk to your family about money, inheritance, end-of-life decisions, estate pla...
Have Questions? Schedule a Complimentary Call. Click HERE Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your child's transition from childhood to adulthood, and with it new responsibilities and rights. From a l...
Have Questions? Schedule a Complimentary Call. Click HERE As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and often this planning includes the tradition of choosing godparents to guide and mentor your children if ...
Have Questions? Schedule a Complimentary Call. Click HERE Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical procedures. In this week's blog, we discuss four more tax-saving methods you can u...
Have Questions? Schedule a Complimentary Call. Click HERE 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 at your financial situation and make some strategic moves that can help you minimize your tax liabilit...
Have Questions? Schedule a Complimentary Call. Click HERE 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 elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during th...
Have Questions? Schedule a Complimentary Call. Click HERE As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven't yet, take this as the sign that now's the ...
Have Questions? Schedule a Complimentary Call. Click HERE 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 updating your address if your marriage includes a move, changing your tax filing status with your em...
Have Questions? Schedule a Complimentary Call. Click HERE 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 as a married couple – creating an estate plan. With all the joy and happiness a new marriage brings, p...
Have Questions? Schedule a Complimentary Call. Click HERE You don't have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because ...
Have Questions? Schedule a Complimentary Call. Click HERE In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpocketing. In this week's blog, I'm sharing two more scams that you and your parents need to...
Have Questions? Schedule a Complimentary Call. Click HERE 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 Cross reminding you to get your Will taken care of this month. Both AARP and the Red Cross promoted the...
Have Questions? Schedule a Complimentary Call. Click HERE As the need for affordable legal services becomes even more important in today's world, it's common to opt for group legal insurance offered through your workplace benefits. These group insurance plans provide free legal assistance for a ...
Have Questions? Schedule a Complimentary Call. Click HERE 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. Legal guardians are the individuals you entrust with the car...
Have Questions? Schedule a Complimentary Call. Click HERE 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 is that in order for your estate plan to work for you no matter how your life changes, your plan need...
Have Questions? Schedule a Complimentary Call. Click HERE 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. It seems to be how most lawyers structure their services, so it wouldn't be surprising if you did th...
