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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Blog
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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 20, 2022
- 7 min
3 Reasons Why Single PeopleWith No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of...
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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 16, 2022
- 8 min
10 Common Estate Planning Mistakes Your Family Cannot Afford to Make—Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...
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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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- May 2, 2022
- 4 min
How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
When you think about loved ones who have passed away, you probably do not think very much—or even at all—about the “things” they have...
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- Apr 25, 2022
- 6 min
3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
Whether it is to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...
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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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- Apr 1, 2022
- 8 min
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you are likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...
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- Mar 21, 2022
- 7 min
<strong>Probate: What It Is & How to Avoid It—Part 2</strong>
Last week, in part one of this series, we explained how the probate process works and what it would entail for your loved ones. Here in...
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- Mar 14, 2022
- 7 min
<strong>Probate: What It Is & How to Avoid It—Part 1</strong>
When most people pass away, many of their assets must first go through the court process known as probate before those assets can be...
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- Mar 7, 2022
- 6 min
<strong>Protect Your Home, Family, & Assets from the Growing<br>Threat of Natural Disasters</str
Over the last few decades, we have seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and...
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- Feb 28, 2022
- 5 min
<strong>What To Expect from Your Initial Meeting with Us, Your Life & Legacy Attorney</strong>
Whether you have met with an estate planning lawyer before or it is your first time, it is important to understand how working with us is...
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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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