Help Your Parents Avoid These New Financial Scams – Part 1

August 24, 2023

Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, especially seniors. To protect your aging parents (or yourself) from these con artists, it’s crucial to equip yourself with the knowledge of how these scams work and what your loved ones […]

Can You Rely on Legal Insurance for Your Estate Plan?

August 15, 2023

ESTATE PLANNING,

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 variety of needs from law firms that have contracted with the insurance company to provide the legal work. […]

Can You Rely on Legal Insurance for Your Estate Plan?

Don’t Send Your Kids Back to School Without These Documents

August 7, 2023

ESTATE PLANNING,

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 care of your children if, for any reason, you are unable to do so yourself. In the hustle […]

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

July 31, 2023

ESTATE PLANNING,

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 needs to change with it. To make sure any big […]

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

July 25, 2023

ESTATE PLANNING,

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 think this. You work with your lawyer, they draft documents, you bring […]

Awakened Planning: How to Talk About Estate Planning at Your Family Reunion

July 10, 2023

ESTATE PLANNING,

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, it’s also a perfect time to talk to your loved ones about your shared goals, family resources […]

Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless

July 5, 2023

ESTATE PLANNING,

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 choose it for them. But, here’s the thing you might not know, and is […]

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

June 26, 2023

ESTATE PLANNING,

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. Can’t imagine doing one more thing before you take some much-needed time away? […]

Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway

Have a Trust? How the Corporate Transparency Act Affects You

June 19, 2023

BUSINESS PLANNING,

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 impact you, and if you it does, you’ll need support. Starting […]

3 Ways to Manage Workplace Conflict

June 5, 2023

BUSINESS PLANNING,

Handling workplace conflict can be one of the most difficult aspects of running a business. While achieving business goals may require talent and time, managing people and their personalities is a completely different ball game. No matter how good the management is, disputes are bound to arise in the workplace due to differences in values, […]