The Scary Truth: Naming Godparents Does Not Create Legal Guardians

October 30, 2023

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 something happens to you. While selecting godparents is a meaningful tradition in many cultures, it’s important […]

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2

October 23, 2023

ESTATE PLANNING,

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 use right now to owe fewer taxes come April 2024. Make Charitable Gifts […]

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

October 16, 2023

ESTATE PLANNING,

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 liability come April. Year-end tax planning isn’t something you do […]

Flu Season Fundamentals: How to Keep Seniors Safe This Fall

October 9, 2023

ESTATE PLANNING,

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 the colder days ahead, including making sure you’re able to step in and […]

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

October 2, 2023

ESTATE PLANNING,

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 time to do it, in case the unthinkable happens to you. But […]

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

September 25, 2023

ESTATE PLANNING,

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 employer, and adding your new spouse to your bank and credit card accounts. […]

Got Intellectual Property? Include It In Your Estate Plan

Help Your Parents Avoid These New Financial Scams – Part 2

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

September 18, 2023

ESTATE PLANNING,

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, planning for your potential incapacity and future death may […]

Got Intellectual Property? Include It In Your Estate Plan

September 11, 2023

ESTATE PLANNING,

If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in estate planning.

Help Your Parents Avoid These New Financial Scams – Part 2

September 6, 2023

ESTATE PLANNING,

In part one of this series, we explored two popular scams that are targeting older adults this year. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for staying protected.

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They

August 29, 2023

ESTATE PLANNING,

AARP and the Red Cross celebrate Make-A-Will Month by encouraging you to make a Will for free online, but what they aren’t sharing could leave your family with a mess.