Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it is called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it is a fact that a...
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Blog
raina58
- Dec 9, 2022
- 5 min
HOW AN ESTATE PLAN CAN PROTECT YOUR BUSINESS & FAMILY
You have most likely dedicated significant time and energy to creating a vision for your business, executing that vision, and even...
raina58
- Dec 9, 2022
- 4 min
HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
raina58
- Dec 5, 2022
- 5 min
4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it is also the deadline for your family to implement a number of key tax-savings...
raina58
- Nov 21, 2022
- 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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- Aug 8, 2022
- 4 min
3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it is worth considering whether to use a 529 plan, an...
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- Aug 1, 2022
- 5 min
4 Essential Strategies For Protecting Your Family’s Assets
You might think that only the super-wealthy need to worry about asset protection planning. But the truth is that if you do not have...
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- Jul 25, 2022
- 6 min
HOW ESTATE PLANNING CAN REDUCE THE HIGH COST OF DYING—PART 2
Last week, in part one of this series, we discussed some of the Cost Of Dying’s most notable findings and explained how proactive estate...
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- Jul 11, 2022
- 6 min
5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
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- Jun 27, 2022
- 8 min
Estate Planning FAQs For LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the...
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- Jun 13, 2022
- 4 min
If You Have Been Asked To Serve As a Trustee, Here is What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it is a big...
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- Jun 6, 2022
- 7 min
How To Pass On Family Heirlooms and Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...
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- Feb 21, 2022
- 6 min
<strong>Updating Your Estate Plan for Divorce: 5 Changes to Make</strong>
Divorce can be one of life’s most stressful events. With so many major changes taking place, it is easy to forget to update your estate...
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- Sep 4, 2021
- 6 min
Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones
Today we are seeing more and more people getting divorced in middle age and beyond. The trend of couples getting divorced after age 50...
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- Jun 15, 2020
- 6 min
Build and Support Black Businesses (Race Relations Pt 2)
In my last blog, I wrote about how something has got to change. It is true that we are at an apex with the way that Blacks have been...
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- Jun 7, 2020
- 5 min
Something Has Got to Change (Race Relations in America)
Protesting in DC “Injustice anywhere is a threat to justice everywhere. We are caught in an inescapable network of mutuality, tied in a...
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- May 26, 2020
- 4 min
When a Member of your Blended Family has Special Needs
According to The National Survey of Children with Special Healthcare Needs, 12.8% of children under age 18 in the United States, or about...
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- May 11, 2020
- 4 min
Why You Need a Blending Agreement for Your Blended Family
Blended or step-families come in all different shapes and sizes. The way that these unique families handle finances comes in just as many...
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- Apr 24, 2020
- 4 min
Estate Planning During an Emergency
Estate planning is generally a deliberate and well thought out process that is carried out throughout the life of the person doing the...
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- Apr 9, 2020
- 3 min
Share Your COVID-19 Story
Good and bad has come from this global pandemic. This week I want to share my good and bad and hear from you about your good and bad....
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