Last week we looked at four different ways to lower your tax liability for 2023, from adjusting...
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2
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Can You Rely on Legal Insurance for Your Estate Plan?
As the need for affordable legal services becomes even more important in today’s world, it's...
Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact,...
Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families, but today, blended families are...
Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead
If you’re a pet owner, you know the special bond that exists between you and your pets, and to...
3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t...
Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs
I know discussing topics like death, incapacity, and other potentially frightening life events,...
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
If you have a current estate plan, I'll bet you plan to leave your assets to your children...
Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s...
Revocable Living Trust or Irrevocable Trust: Which One Is For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict...
3 Essential Questions To Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of...
Will The Coming Wealth Transfer Be A Blessing Or A Curse For You?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy...
How Will A Recession Affect Your Family?
We are living in unprecedented economic times: the stock market is a roller coaster, interest...
Funerals: How You Can Ensure Your Family Won’t Foot the Bill
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year,...
What Your Last Will & Testament Will (And Will Not) Do—Part 2
August is “National Make-A-Will Month,” and if you have already prepared your will,...
What Your Last Will & Testament Will (And Will Not) Do—Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will,...
Considerations When Saving for Education – Part 1
If you have started to save for your child or grandchild’s college education, it’s worth...
How Estate Planning Can Reduce The High Cost Of Dying—Part 2
Despite the fact that it happens to every single one of us and is as every bit as natural as...
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 as every bit as natural as...
5 Common Estate Planning Concerns For Your Second Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing...