2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
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Blog
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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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- 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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- 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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- 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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- 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 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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- Apr 1, 2020
- 3 min
Finding Liquidity During COVID-19 Emergency
The past few weeks have been a whirlwind of information on what is really going on with the spread of COVID-19. Continent to continent,...
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- Mar 24, 2020
- 6 min
Domestic Violence in the Blended Family
Most people feel as though it will never happen to them. That someone whom they love so much and are in such close proximity to would...
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- Mar 17, 2020
- 4 min
When COVID-19 Strikes Your Blended Family
COVID-19 has taken the planet by storm! From a wild meat market in Wuhan, China all the way across the oceans in every direction. Its...
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- Mar 10, 2020
- 5 min
Blending Families When You Have Older or Adult Children
Older and adult children add a different dynamic to a blended family. They tend to have strong allegiances to their biological parents...
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- Mar 3, 2020
- 5 min
Making Healthcare Decisions as a Blended Family
Healthcare decisions are never easy. Sometimes tough choices have to be made and many times someone is left hurting because they were not...
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- Feb 25, 2020
- 4 min
Bringing Assets Into a Second or Subsequent Marriage
It is much easier when you marry in your earlier years before either of you have acquired much in the way of obligations, property or...
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- Feb 18, 2020
- 5 min
Establishing Rules and Routines in a Newly Blended Family
Starting a blended family is exciting and nerve wrecking at the same time. Will the children like their new step parent? Will the step...
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- Feb 12, 2020
- 4 min
When the Past Creeps Up
Back in the day when I was young I’m not a kid anymore but some days I sit and wish I was a kid again (Song credit: Ahmad, Back in the...
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