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

September 25, 2023


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. […]

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

September 18, 2023


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


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


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


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.

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


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. […]

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

August 7, 2023


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


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 1

July 25, 2023


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 […]