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

Uncategorized,

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

Uncategorized,

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 […]


Choosing Your Estate Planning Lawyer

January 26, 2024

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Estate planning is an essential part of securing your family’s future, ensuring that your assets are protected and your wishes respected. However, choosing the right estate planning lawyer can be daunting. Thankfully, experienced attorneys understand this challenge and offer their insights to help you make an informed decision. Understand Your Needs Before searching for a […]


What You Need to Know About THE CORPORATE TRANSPARENCY ACT

January 23, 2024

BUSINESS PLANNING,

A new federal law, called the Corporate Transparency Act (CTA), will impact almost all LLCs, corporations, limited partnerships, and other closely held entities. Aside from any such entities that you may have, this will also affect trusts that own any such entities. The law is effective January 1, 2024. Why the new law? The purpose […]


Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

January 22, 2024

ESTATE PLANNING,

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is – […]


This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

January 16, 2024

ESTATE PLANNING,

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions or distributions from a grandparent’s 529 college savings plan were subject to FAFSA reporting, potentially […]


Your Most Important New Year’s Resolution: A Kids Protection Plan

January 9, 2024

ESTATE PLANNING,

As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan ®. Even if you have already named legal guardians for your children (or your siblings have done it for their […]


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