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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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How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long and short-term guardians for your kids.
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Top 5 Questions To Consider Before Hiring A Lawyer For Your Estate Planning Needs
I know discussing topics like death, incapacity, and other potentially frightening life events, with someone like me, an estate planning lawyer, may feel intimidating or even morbid. Take a deep breath and relax… it doesn’t have to and shouldn’t be...
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