14 Ways to Show Your Finances Some Love This Year – Part 1

February 26, 2024

Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there’s a different kind of love that deserves our attention: the love we show ourselves and our family through thoughtful financial planning. Now I know what you’re thinking – that doesn’t […]

What Does The Executor Of A Will Do?

February 25, 2024

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What Does The Executor Of A Will Do? When planning for the future and writing your will, you will need to name an executor. This executor will be the person to complete the tasks in your will and divide your assets and funds to each of your beneficiaries, but what are the specific roles the […]

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

February 19, 2024

ESTATE PLANNING,

As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it’s easy to overlook a crucial aspect of their future: what happens to them if we’re no […]

This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time

February 12, 2024

ESTATE PLANNING,

Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You’re faced with a critical decision: should you prioritize paying down those loans, or should you focus on the future, contributing to your workplace retirement plan? It’s a tough call, especially when choosing loan payments means missing […]

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

February 5, 2024

ESTATE PLANNING,

Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our love, we think of bouquets of flowers, surprise gifts, and meaningful notes. But an often […]

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

January 29, 2024

ESTATE PLANNING,

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer to my services as Life & Legacy Planning. When done right, planning for your assets […]

Handling Denied Disability Claims

January 28, 2024

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Receiving a denial for your Social Security Disability claim can be disheartening and stressful. After all, you’ve likely been counting on those benefits to provide crucial financial support during a challenging time. However, it’s important to remember that a denial is not the end of the road. With the help of a skilled lawyer, you […]

Estate Planning For Business Owners

January 28, 2024

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Estate planning is a critical step for business owners, one that requires careful consideration and strategic planning. It’s about ensuring that your personal and business assets are protected and distributed according to your wishes after you pass away. To help business owners, a wills lawyer from our friends at the Law Group of Iowa has […]

The Crucial Role Of An Estate Planning Lawyer

January 28, 2024

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Estate planning is a process often associated with the wealthy or elderly, but the reality is that individuals from all walks of life can benefit from the thoughtful insight of an estate planning lawyer. Today, our friends at Kaplan Law Practice, LLC are weighing in about all things estate planning, showing you how bespoke legal […]

Auto Accidents And Estate Planning

January 26, 2024

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The Unforeseen Connection: How Car Accidents Can Impact Estate Planning Estate planning is a meticulous process designed to secure your family’s financial future and distribute your assets as per your wishes. However, what many people don’t realize is that unexpected events, such as car accidents, can significantly influence your estate plan. It is crucial to […]