In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of...
Have Unused 529 College Savings? You Can Roll Them Into a Roth in 2024
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General
How Could A Recession Affect Your Family?
We've all experienced economic shifts. The roller coaster that is the stock market, rising...
What You Must Know About Your Right to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a prior marriage in...
How to Talk Money With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and...
Transition to Adulthood: What Happens Legally When My Child Turns 18?
Soon after the challenges of puberty and the excitement of high school, an even larger milestone...
The Scary Truth: Naming Godparents Does Not Create Legal Guardians
As a parent, your top priority is the well-being and future of your children. You plan for their...
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2
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 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's...
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which...
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
As a parent, you have probably thought about the importance of naming permanent legal guardians...
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that...
From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon,...
Got Intellectual Property? Include It In Your Estate Plan
You don’t have to be a famous producer or household name to own intellectual property. If you...
Help Your Parents Avoid These New Financial Scams – Part 2
In part one of this series, I explored two popular scams that are targeting older adults this...
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
August is National Make-A-Will Month and you may have received an advertisement in your inbox or...
Help Your Parents Avoid These New Financial Scams – Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it...
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...
Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2
You might think that estate planning is something you can complete one time and then check off...
10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1
Maybe you thought that creating a Will or Trust is something you can do once and then your family...