by Casey | Nov 28, 2023 | DIY Planning, Estate Planning Mistakes, General, Taxes, Young Families, Your Parents
We’ve all experienced economic shifts. The roller coaster that is the stock market, rising interest rates, dropping home values, and inflation through the roof—it’s enough to make you sick. And it can make you sick, unless you take the actions we are sharing...
by Casey | Nov 17, 2023 | DIY Planning, Estate Planning Mistakes, General, Taxes, Trusts
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the extra considerations and planning it takes to keep your family’s life running smoothly – from which parent your children will be with...
by Casey | Nov 10, 2023 | General, Young Families, Your Parents
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, and creating a plan for...
by Casey | Nov 3, 2023 | DIY Planning, Estate Planning Mistakes, General, Healthcare, Incapacity, Special Needs, Trusts, Young Children
Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your child’s transition from childhood to adulthood, and with it new responsibilities and rights. From a legal standpoint, this...
by Casey | Oct 27, 2023 | DIY Planning, Estate Planning Mistakes, General, Young Children, Young Families
As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and often this planning includes the tradition of choosing godparents to guide and mentor your children if something happens to you....
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