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info2961885
Aug 8, 20224 min read
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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info2961885
Jul 25, 20226 min read
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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info2961885
Jul 18, 20225 min read
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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info2961885
Jul 11, 20226 min read
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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info2961885
Jun 27, 20228 min read
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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info2961885
Jun 20, 20227 min read
3 Reasons Why Single People With 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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info2961885
Jun 6, 20227 min read
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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info2961885
May 9, 20227 min read
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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info2961885
May 2, 20224 min read
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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info2961885
Apr 25, 20226 min read
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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info2961885
Apr 18, 20227 min read
How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...
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info2961885
Mar 31, 20228 min read
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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info2961885
Mar 28, 20227 min read
7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can...
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info2961885
Mar 21, 20227 min read
Probate: What It Is & How to Avoid It—Part 2
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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info2961885
Feb 28, 20225 min read
What To Expect from Your Initial Meeting with Us, Your Life & Legacy Attorney
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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info2961885
Jan 17, 20226 min read
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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info2961885
Nov 22, 20218 min read
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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info2961885
Jul 1, 20203 min read
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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info2961885
May 26, 20204 min read
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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info2961885
May 11, 20204 min read
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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