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

January 9, 2024

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 […]

Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

January 2, 2024

ESTATE PLANNING,

Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you aren’t, can often feel like navigating uncharted waters. You want to find an attorney you like who will understand your family’s needs, but you also have to consider the […]

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2

December 27, 2023

ESTATE PLANNING,

Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered: What it means to have mental capacity or be incapacitated How dementia affects capacity for estate planning purposes The essential estate […]

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

December 20, 2023

ESTATE PLANNING,

Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are providing them with the best possible care. In this blog, we’ll explore […]

Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

December 11, 2023

ESTATE PLANNING,

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improve […]

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

December 4, 2023

ESTATE PLANNING,

A 529 college fund is a tax-advantaged savings account that is designed to help families save for their children’s college education. With the SECURE 2.0 Act, Congress expanded the ways you can use these accounts by introducing a new rollover option, which is especially helpful if the beneficiary has money left over after their education […]

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

November 27, 2023

BUSINESS PLANNING,

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or have a Trust that owns a business interest, you’ll need to comply with the Corporate Transparency Act (CTA) come January. Beginning January 1, 2024, […]

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

November 20, 2023

ESTATE PLANNING,

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the extra considerations and planning it takes to keep your family’s life running smoothly – from which parent your children will be with for the holidays to figuring out the schedule […]

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

How to Talk Money With Your Family Over The Holidays

November 13, 2023

ESTATE PLANNING,

The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, and creating a plan for your whole family’s wealth – now and in the future […]

Transition to Adulthood: What Happens Legally When My Child Turns 18?

November 6, 2023

ESTATE PLANNING,

Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your child’s transition from childhood to adulthood, and with it new responsibilities and rights. From a legal standpoint, this milestone also brings significant changes that every parent should be aware of. In the […]