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Resource Center

Want to Show Your Partner How Much You Love Them? Put Them In Your Estate Plan

In this blog, we'll explore why adding your partner to your Will and estate plan isn’t just a romantic gesture but the ultimate act of love. Read now…

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Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way

Life insurance is an important part of protecting your family, but if you don’t set it up the right way, there’s a good chance it won’t help your loved ones the way you want it to. Here’s what to do instead…

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Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

This week, we explore the differences between hourly billing and flat fee billing for attorneys, and how these differences can affect the legal work you’re paying for. Read more…

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What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 2

This week we continue our discussion on estate planning for a loved one with dementia and how planning must become more proactive and strategic than ever to avoid conflict over your loved one’s wishes in the future. Read more…

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What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

In this blog, we'll explore the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected. Read more…

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Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. In this blog, we explore practical and heartfelt ways to hold space for your loved ones who are mourning. Read more…

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Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

In this blog, I’ll share how to get a year-long reporting extension for your new business, but you’ll need to act before the end of the year. Read more…

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What You Must Know About Your Right to Your Spouse’s Retirement Benefits

This week, I explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re part of a blended family. Read more…

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How to Talk Money With Your Family Over The Holidays

The holidays are a perfect time to bring up conversations around inheritance and end of life, if you do it right. Otherwise, it could end in a big unresolved mess. To keep your family from feeling blindsided, consider these tips. Read more…

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Transition to Adulthood: What Happens Legally When My Child Turns 18?

This week we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more…

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The Scary Truth: Naming Godparents Does Not Create Legal Guardians

Many parents name godparents to mentor and guide their children throughout life. But the scary truth is that your children could still end up in protective services even if they have a godparent. Read more…

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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. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024. Read more…

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Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1

It might seem early to think about your 2023 taxes, but it's the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Read more…

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Flu Season Fundamentals: How to Keep Seniors Safe This Fall

The fall season marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead. Read more…

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Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

To make sure your child is always cared for by the people you love and never taken into the care of strangers, even for a minute, it’s crucial to have a full Kids Protection Plan®. Read more…

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From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2

Last week we began to explore estate planning components every newlywed couple needs to protect them now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. Read more…

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From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1

With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may feel out of place, but creating your estate plan as part of your post-nuptial to-do list is the greatest gift you can give your new spouse.

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Got Intellectual Property? Include It In Your Estate Plan

If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in estate planning. Read more…

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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. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. Read more…

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AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

AARP and the Red Cross celebrate Make-A-Will Month by encouraging you to make a Will for free online, but what they aren’t sharing could leave your family with a mess. Read more…

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Help Your Parents Avoid These New Financial Scams - Part 1

In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shed light on their tactics, and provide you with practical steps to shield your aging parents from potential harm. Read more…

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Can You Rely on Legal Insurance for Your Estate Plan?

Group legal insurance might seem like a good way to save on your estate planning needs, but will a plan created through legal insurance work for your family when they need it? Read more…

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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 legal guardians for your minor children.

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10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re coving five more life events that mean it’s time to review your plan. Read more…

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10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1

Common life events can drastically affect your estate plan and even cause your plan not to work in the way you intended. If any of these events have happened in your life, it’s time to review your plan. Read more…

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Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless

Did you forget any of these critical financial steps when you created a Trust? Be sure to read this week’s blog to learn why proper funding of your Trust is essential to making it work! Read more…

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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 before you set off on your adventure, it's essential to ensure that your legal affairs are in order. Read more… 

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3 Essential Questions To Ask Before Creating Your Will Online

When considering creating your own will online, the first question you need to ask is: “Should I become incapacitated or die, do I want to keep my family out of court?” If the answer is “Yes,” then creating your own will online may not be the best idea.

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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 likely one you want to consider.

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4 Common Mistakes Made On Life Insurance Beneficiary Designations

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, several mistakes can lead to potentially dire consequences for the people you’re investing to protect and support.

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3 Essential Questions To Ask Before Creating Your Will Online

Online estate planning can be a catastrophe for those who aren’t aware of the risks. And as you’ll see, creating your will online without a lawyer’s guidance can even be worse for your family than if you’d done nothing at all.

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Estate Planning Before You Travel: Why It's Critically Important

Vacations can be the perfect opportunity to relax! But before you head off on your next getaway, there’s something else you should consider doing that might not sound quite as fun—creating an estate plan.

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5 Reasons Why Shopping For The Cheapest Estate Plan Could Leave Your Family With An Unintended Mess

Shopping for an estate plan based on getting the lowest cost plan possible is often the fastest path to leaving your family with an empty set of documents that won’t work for your family when they need it.

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Why “Just a Will” Is Never Enough

When you think of estate planning, a Will is usually the first thing that comes to mind. Although they are a key part of a plan, relying on only a Will leaves huge gaps in your plan and actually guarantees your family will need to go to court when you die.

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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 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess.

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Why Selecting Guardians for Your Children is Crucial for Their Well-Being

For parents with minor children, safeguarding their future is paramount. Choosing and legally designating both long and short-term guardians for your children should be a top priority in your estate planning endeavors.

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Top 5 Considerations Before Engaging a Lawyer for Estate Planning Needs

Conversations surrounding topics like mortality, incapacity, and other significant life transitions can understandably evoke feelings of unease or discomfort, particularly when contemplating discussions with professionals such as estate planning attorneys.

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