How Do Trusts Help You Save on Taxes?

Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you. There are two types of trusts, and each have different tax consequences.

Is It Time to Go Solo(preneur)?

There’s nothing like a major change in the economic climate to make you rethink your day job. “Business as usual” currently means a large element of uncertainty about what the future holds for your working life. Whether you’ve lost your job, had your hours cut, or have seen these things happen to people you know, […]

Learning to Flourish, Even in a Financial Crisis

Maybe you, like many of us, have been raised to think that the safest way to live in the working world is to have a good career and a steady paycheck. This financial crisis is challenging that framework for many people. Even if you had a steady job, and even if you still have one, by now you’ve learned how easy it is for that security to disappear overnight.

The Basics of Disability Insurance and How It Can Help During COVID

With the risks still posed by COVID-19, we all need to face the possibility that we could get sick, even if we take great care of ourselves through good nutrition, sleep, and exercise. And even if you don’t need to be hospitalized, if you do experience symptoms and test positive, you might have to stay quarantined for enough time that you’d lose income. These risks highlight the need for every working person, regardless of their age or current state of health, to have some form of disability insurance coverage.

Who Would Care For Your Children If You Got Sick With COVID-19?

The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have. It brings to mind something a colleague of mine shared recently. One unremarkable weekend, she left her small children with a babysitter and headed out to enjoy dinner at a restaurant with […]

Protecting Your Parents From Undue Influence During Covid and Beyond

In a previous article, we shared steps to understanding your parents’ estate planning and the nature of their assets, as well as how to ensure you’re not left with a mess when something happens to them. Today, we want to focus on one of the major risks of not being “in the know” when it […]

Getting Legal Documents Signed During COVID—Another Reason to Not Go It Alone

Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality. It’s not as if we didn’t know we would all die (or become incapacitated) one day, but within our current reality, that “one day” […]

3 Unique Ways to Handle the Guilt Inherent to Being a Parent

If you’re a parent, you may feel even more guilty than usual.  If so, you are definitely not alone. These days, the burden has been on you both to carry on with your work and manage your child’s full-time care and education. Two full-time jobs that you’re trying to do by yourself, likely without teachers […]

3 MYTHS WE TELL OURSELVES ABOUT ESTATE PLANNING

Estate planning can be a very difficult process. While it’s not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever. This thought can stop many people right in their tracks. Others talk themselves out of seeing a qualified attorney to put […]