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...
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Got Intellectual Property? Include It In Your Estate Plan
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 ...
Help Your Parents Avoid These New Financial Scams – Part 2
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...
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
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...
Can You Rely on Legal Insurance for Your Estate Plan?
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 ...
Don’t Send Your Kids Back to School Without These Documents
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...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2
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...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1
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...
What the National Debt Ceiling Extension Means for Your Family
Have Questions? Schedule a Complimentary Call. Click HERE 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 life as a family. While it may seem like a distant matter, the national debt ceiling extension can h...
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
Have Questions? Schedule a Complimentary Call. Click HERE July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life's updates, and reminisce about the wonderful memories you share together. If you're getting together with family this month,...
Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless
Have Questions? Schedule a Complimentary Call. Click HERE Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if you choos...
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Have Questions? Schedule a Complimentary Call. Click HERE 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 so you can fully relax during your travels....
Have a Trust? How the Corporate Transparency Act Affects You
Have Questions? Schedule a Complimentary Call. Click HERE Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, set to kick in next year. If you aren't, it's time to get in the know because it could i...
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2
Have Questions? Schedule a Complimentary Call. Click HERE Last week we started the discussion of why it's so important for LGBTQ+ families to invest in custom estate planning. While major strides for LGBTQ+ rights have been made in recent years, estate planning law is still written with hetero, ...
The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1
Have Questions? Schedule a Complimentary Call. Click HERE 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 for equal rights. While significant strides have been made, such as the legalization of same-gender ...
Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview
Have Questions? Schedule a Complimentary Call. Click HERE 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 are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. Bu...
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
Have Questions? Schedule a Complimentary Call. Click HERE 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 the most successful investors in history, his track record speaks for itself. However, his wisdom goe...
Why “Just a Will” Is Never Enough
Have Questions? Schedule a Complimentary Call. Click HERE 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 don't need anything complicated for their estate- just a Will. Indeed, Wills have a reputation as th...
Create a Stronger Blended Family Through Estate Planning
Have Questions? Schedule a Complimentary Call. Click HERE Blended families were once considered “non-traditional” families, but today, blended families are becoming just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin ...
4 Ways to Use AI to Make Life Easier for You and Your Family
Have Questions? Schedule a Complimentary Call. Click HERE 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 take some time to cover what the buzz is about and how you can use this technology to make your own lif...
Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead
Have Questions? Schedule a Complimentary Call. Click HERE 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 just a pet – they're a loved and important part of our families. So if you're thinking about how best...
Stephen “tWitch” Boss Dies Without a Will
Have Questions? Schedule a Complimentary Call. Click HERE Stephen Laurel Boss, also known as “tWitch,” was an American DJ, hip-hop dancer, choreographer, television producer, and actor whose personality lit up the stage on So You Think You Can Dance and as a producer and frequent guest host on T...
3 Simple Mistakes That Can Derail Your Estate Plan
Have Questions? Schedule a Complimentary Call. Click HERE If you're tempted to use a DIY estate planning service or have already created a plan you aren't 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess. ...
Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs
Have Questions? Schedule a Complimentary Call. Click HERE I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning lawyer, may feel intimidating or even morbid. Take a deep breath and relax… it doesn't have to and sh...
Estate Planning Before You Travel: Why It’s Critically Important
Have Questions? Schedule a Complimentary Call. Click HERE Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids' or friend's company. But before you head off on your next getaway, there's something else you should consi...