We've all experienced economic shifts. The roller coaster that is the stock market, rising...
How Could A Recession Affect Your Family?
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Young Families
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...
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...
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,...
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...
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
July is National Family Reunion Month and the perfect time to reconnect with family from near and...
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Vacations are a time to relax, unwind, and create beautiful memories with your loved ones. But...
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
If you are going to take investment and estate planning advice from anyone, Warren Buffett is...
Create a Stronger Blended Family Through Estate Planning
Blended families were once considered “non-traditional” families, but today, blended families are...
Estate Planning Before You Travel: Why It’s Critically Important
Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and...
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...
How Will A Recession Affect Your Family?
We are living in unprecedented economic times: the stock market is a roller coaster, interest...
7 Issues to Consider When Purchasing Disability Insurance
If you earn a good living now, but you worry about not having enough money for a future time when...
Student Debt Cancellation Plan Explained With FAQs
In response to the hardships created by the pandemic, then-President Trump paused repayment of...
Considerations When Saving for Education – Part 1
If you have started to save for your child or grandchild’s college education, it’s worth...
4 Essential Strategies For Protecting Your Family’s Assets
You might think that only the super wealthy need to worry about asset protection planning. But the...