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 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...
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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 18, 2022
- 5 min
How Estate Planning Can Reduce The High Cost Of Dying—Part 1
Despite the fact that it happens to every single one of us and is every bit as natural as birth, very few among us are properly prepared...
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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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- Jul 4, 2022
- 6 min
What You Need to Know About Collecting Life Insurance Proceeds
If you are looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
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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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- May 23, 2022
- 8 min
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...
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- May 9, 2022
- 7 min
10 Common Estate Planning Mistakes Your Family Cannot Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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- Apr 11, 2022
- 4 min
Does Your Family Need Umbrella Insurance?
In today’s highly litigious society, you are at near-constant risk for costly lawsuits—even if you have done nothing wrong. This is...
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- Aug 1, 2020
- 5 min
The Importance of Life Insurance in Building a Solid Financial Foundation
(Originally published June 5, 2019) When I think of life insurance, I think of it as one of the most important aspects of my financial...
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- Jul 1, 2020
- 3 min
How to Title Large Purchases
(Originally published July 3, 2019) Photo by Binyamin Mellish on Pexels.com When making a large purchase people do not generally give...
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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 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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