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Welcome on your journey to continue to learn about Estate Planning. We are happy to be part of the resources you trust and rely on. We know you have many options to choose from and we are happy you have chosen us. I look forward to meeting with you in person to continue the journey.
What You Need To Know About The Corporate Transparency Act Reporting Deadline
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that...
Nov 27, 20234 min read
3 Things You Need To Know About Retirement Distributions
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...
Nov 27, 20234 min read
3 Tips For Discussing Finances With Your Family Over The Holidays
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...
Nov 17, 20234 min read
Transition to Adulthood: The Legal Impact of Your Child Turning 18
Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your...
Nov 14, 20234 min read
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 education, health, and happiness, and...
Oct 28, 20234 min read
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 your tax withholding to strategically...
Oct 28, 20234 min read
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 the perfect time to take a closer look...
Oct 21, 20235 min read
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 can pose a serious threat to your...
Oct 11, 20234 min read
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 for your child in case something happens...
Oct 3, 20234 min read
6 Estate Planning Must-Do's After You Say “I Do” - Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as...
Oct 2, 20236 min read
6 Estate Planning Must-Do's After You Say “I Do” - Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move...
Sep 25, 20236 min read
Don’t Forget To Include Intellectual Property In Your Estate Plan
You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write...
Sep 18, 20235 min read
Help Your Parents Avoid These New Financial Scams - Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and...
Sep 10, 20234 min read
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 easier than ever for scammers to target...
Sep 4, 20235 min read
AARP and The Red Cross Celebrated Make-A-Will Month, But Here’s What They Didn’t Tell You
August was National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...
Aug 28, 20236 min read
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 common to opt for group legal insurance...
Aug 21, 20236 min read
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 that is often overlooked: designating...
Aug 14, 20235 min read
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 your to-do list for good. But the reality...
Jul 28, 20234 min read
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 and assets are protected forever after....
Jul 28, 20235 min read
What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday...
Jul 25, 20235 min read
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