How Will A Recession Affect Your Family?
As you have surely heard by now, we are in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that...
Blog
raina58
- Nov 21
- 5 min
7 Issues To Consider When Purchasing Disability Insurance
If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or...
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- Feb 16
- 7 min
Why Putting Your Family Home in a Trust is a Smart Move—Part 2
In part one, we explained how revocable living trusts and irrevocable trusts work. We also discussed the process of transferring the...
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- Feb 14
- 7 min
<strong>4 Reasons Why Estate Planning Is So Essential for Business Owners</strong>
If you are running a business, it is easy to push estate planning to the latter end of the ever-growing priority list. After all, if next...
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- Jan 31
- 7 min
Preventing Family Conflict And Disputes Over Your Estate Plan
No matter how well you know your loved ones, it is impossible to predict exactly how they will behave when you pass away or if you become...
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- Jan 24
- 6 min
5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2
Last week, in part one of this series, we covered the first two ways DIY estate plans can fail. This week we will cover the remaining...
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- Jan 17
- 6 min
5 Ways DIY Estate Plans Can Fail & Leave Your Family at Risk—Part 1
A quick Google search for “digital wills” or “online estate planning” will return a multitude of different websites offering low-cost,...
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- Dec 25, 2021
- 4 min
4 Tips For Discussing Estate Planning With Your Family This Holiday Season
As we head into the peak of the holiday season, you are likely spending more time than usual surrounded by your family and friends. It is...
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- Dec 18, 2021
- 5 min
3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
You are likely aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible....
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- Dec 11, 2021
- 3 min
Donate Appreciated Assets to Charity Instead of Selling Outright for Tax and Income Benefits Using a
The end of the year makes us all think about how we may be able to save on taxes. If you have highly appreciated assets like stock and...
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- Dec 4, 2021
- 7 min
A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son with Next to Nothing—Part
Ensure Your Business Agreements Are In Accord With Your Estate Plan As we learned last week, although Bob intended to leave all of his...
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- Nov 22, 2021
- 8 min
10 Things You Should Know About Living Wills
When it comes to estate planning, you have most likely heard people mention a couple of different types of wills. The most common is a...
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- Nov 15, 2021
- 5 min
2021 Estate Planning Checkup: Is Your Estate Plan Up-to-Date?
Estate planning is not a one-and-done type of deal. Your plan should continuously evolve along with your life circumstances and other...
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- Nov 6, 2021
- 7 min
Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 2
As we reported last week in part one, although DMX was wildly successful in both music and movies, the rap icon experienced serious legal...
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- Nov 1, 2021
- 6 min
Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 1
Legendary hip hop artist DMX—born Earl Simmons—passed away on April 9 at age 50 after suffering a massive heart attack a week earlier at...
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- Oct 23, 2021
- 4 min
Estate Planning Must-Haves for Single Parents
If you are a single parent, life for you right now is likely extremely busy. You are being pulled between work, school activities, and...
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- Oct 16, 2021
- 6 min
Estate Planning for A Child With Special Needs: What Parents Need To Know
Estate planning is an obvious concern for all parents. However, if you have a child with special needs, it is crucial that you are aware...
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- Oct 9, 2021
- 3 min
Money Talk: How Much Will You Share With Your Kids (and When)
In many families, money is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when...
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- Oct 2, 2021
- 4 min
Looking for the Best Way to Protect Your Minor Children? Try The Kids Protection Plan®
Raising children is a huge responsibility unparalleled by any other profession or position. The title Mom or Dad comes with the weight of...
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- Sep 25, 2021
- 4 min
Your “Blended” Family Is Likely Headed to Court Unless You Do This
If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are...