April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess

April 1, 2024

If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you should get one. And maybe you’ve heard of a Trust and wondered what it is […]

Parents, Step-Parents And Children, Oh My! Blended Families + Death = A Potential Nightmare

March 26, 2024

ESTATE PLANNING,

Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come from anyway?). In this article, we’ll focus on […]

Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

March 18, 2024

ESTATE PLANNING,

After the excitement of Valentine’s Day fades away and the last indulgence of chocolate is savored, it’s crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that all relationships come to an end one day. Before you stop reading, hear me out. […]

3 Estate Planning Documents Your Parents Need Right Now

March 12, 2024

ESTATE PLANNING,

Today, we’re diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed you how you want to do it differently, as your parents’ age, […]

14 Ways to Show Your Finances Some Love This Year – Part 2

March 5, 2024

ESTATE PLANNING,

Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD) Front-load Your 401(k) Contributions Set Up an IRA for a Child Make Donations During Spring Cleaning Give the Gift of Appreciated Stock Shares Establish a […]

Exploring The Advantages Of Estate Planning

February 27, 2024

Uncategorized,

Estate Planning Estate planning stands as a cornerstone of prudent financial management and family security, offering individuals and families the opportunity to protect their assets, plan for the future, and ensure their wishes are honored in the event of incapacity or death. Asset Protection And Management One of the primary benefits of estate planning is […]

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

February 26, 2024

ESTATE PLANNING,

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 […]