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...
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,...
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...
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 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...
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, ...
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 ...
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...
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...
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...
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 ...
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...
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...
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...
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. ...
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...
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...
Have Questions? Schedule a Complimentary Call. Click HERE As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents, such as a will or trust, that dictate how assets will be distributed upon death or incapacity. An in...
Have Questions? Schedule a Complimentary Call. Click HERE Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity in times of need. POA enables individuals to make crucial decisions on behalf of their parents, such...
Have Questions? Schedule a Complimentary Call. Click HERE As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care can do the tr...
Have Questions? Schedule a Complimentary Call. Click HERE If you have a current estate plan, I'll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what it does right now. And, if you don't ...
Have Questions? Schedule a Complimentary Call. Click HERE In most cases, from the most sophisticated business people with the highest net worth to those just starting in the workforce and on their path to adulthood, you very likely do not know how to evaluate estimates when shopping for an estat...
Have Questions? Schedule a Complimentary Call. Click HERE Like most people, you likely think estate planning is just one more task to check off your life's endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own DIY plan using online do...
Have Questions? Schedule a Complimentary Call. Click HERE Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it's also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a broad array of duti...
Have Questions? Schedule a Complimentary Call. Click HERE Investing in life insurance is a foundational part of estate planning, and when done right it's a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy's beneficiaries, several mistakes ca...
