You probably assume that if something happened to you, the other parent would step in and...
One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear
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Young Children
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1
You've probably heard that trusts help families avoid probate court and protect assets for the...
Estate Planning for Unmarried Couples: Protecting the Life You’ve Built Together
You’ve built a life with someone you love - sharing a home, experiences, and maybe even finances -...
10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)
Imagine this: something unexpected happens, and you're suddenly unable to care for your children....
Planning a Trip? Protect Your Children with a Kids Protection Plan
As Spring Break approaches, followed by summer, you're likely focused on planning the perfect...
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...
Trusts & Homeowner’s Insurance: What You Need to Know So You Don’t Get a Claim Denied In the Future
When you create an estate plan that includes a living trust, you've taken an essential step toward...
4 Estate Planning Myths That Put Your Loved Ones at Risk
Surveys conducted in 2024 by Caring.com and Ameriprise Financial revealed a troubling trend:...
Estate Planning Meets FAFSA: Smart Strategies for Asset Ownership
When preparing for college expenses, understanding how financial aid and estate planning intersect...
A Power of Attorney May Not Be What You Think
If you've ever considered planning for your future or helped someone plan for theirs, you've...
They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally considered an adult even though they have a lot more...
Why Estate Planning Is the Best Use of Your Tax Refund
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like...
PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many...
14 Ways to Show Your Finances Some Love This Year – Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay...
Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
As parents, we're hardwired to prioritize our children's well-being above all else. We work...
Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life...
Your Most Important New Year’s Resolution: Creating a Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment...
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 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's...