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Maximize Your Tax Refund: Choose Estate Planning
Tax season often brings a sense of relief and excitement, especially for those anticipating a tax refund. While the temptation to book a vacation or go shopping may be strong, there's another option that could offer long-term benefits: estate planning.
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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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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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Got Minor Kids? 3 Instances When Your Estate Plan Must Include Guardian Nominations
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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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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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 Issues to Consider 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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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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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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