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Blogs
- The Benefits of Setting up a Trust for Out-of-State Heirs
- Estate Planning for Snowbirds and Frequent Travelers
- Managing an Estate with Multiple Properties
- 6 Tips for Effective Long-Distance Estate Planning
- How to Protect Your Estate from Nursing Home Costs
- Life Happens – Why Updating Your Will is a Must
- Think Your Kids Will Automatically Be Cared For in the Way You Want? They Might Not Be Unless You Do This
- This New Law Makes It Easier to Save for Retirement and Pay Off School Loans at the Same Time
- Want to Show Your Partner How Much You Love Them? Put Them In Your Will
- 2 Conversations About Money and Death You Need to Have With Your Parents Right Now
- Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy the Right Way
- This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
- Your Most Important New Year’s Resolution: A Kids Protection Plan
- Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family
- What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2
- What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1
- Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning
- Have Unused 529 College Savings? Roll Them Into a Roth in 2024
- Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
- What You Must Know About Your Right to Your Spouse’s Retirement Benefits
- How to Talk Money With Your Family Over The Holidays
- Transition to Adulthood: What Happens Legally When My Child Turns 18?
- The Scary Truth: Naming Godparents Does Not Create Legal Guardians
- Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2
- Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1
- Flu Season Fundamentals: How to Keep Seniors Safe This Fall
- Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan
- From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2
- From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1
- Got Intellectual Property? Include It In Your Estate Plan
- Help Your Parents Avoid These New Financial Scams – Part 2
- Help Your Parents Avoid These New Financial Scams – Part 1
- Can You Rely on Legal Insurance for Your Estate Plan?
- Don’t Send Your Kids Back to School Without These Documents
- 10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2
- 10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1
- What the National Debt Ceiling Extension Means for Your Family
- Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
- Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless
- Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
- Have a Trust? How the Corporate Transparency Act Affects You
- The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 2
- The Importance of Customized Estate Planning for LGBTQ+ Relationships – Part 1
- Capturing the Stories of Aging Loved Ones: The Power of a Life & Legacy Interview
- Want to Grow Wealth? Warren Buffett’s Unexpected Investment Advice
- Why “Just a Will” Is Never Enough
- 4 Ways to Use AI to Make Life Easier for You and Your Family
- Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead
- Stephen “tWitch” Boss Dies Without a Will
- 3 Simple Mistakes That Can Derail Your Estate Plan
- Q & A: Can you explain how the administration of a will works?
- Obtaining A Power Of Attorney For Elderly Parents
- Why Everyone Needs to Keep Their Estate Plan Updated
- Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits Part 2
- Keep the Government and Lawsuit Happy Opportunists Away from Your Children’s Inheritance
- 5 Reasons Why Shopping for The Cheapest Estate Plan Could Leave Your Family with An Unintended Mess
- Will Your Estate Plan Work When Your Family Needs It?
- Before You Agree to Be a Trustee, Read This!
- Do I need to create a new will if I move to another state? Q & A
- 4 Common Mistakes Made On Life Insurance Beneficiary Designations
- Revocable Living Trust or Irrevocable Trust: Which One Is Right For You?
- Why Every Adult Needs A Living Will
- 7 Issues To Consider When Purchasing Disability Insurance
- How To Manage Your Digital Accounts After Your Death—Part 3
- How To Manage Your Digital Accounts After Your Death Part—2
- How To Manage Your Digital Accounts After Your Death — Part 1
- 5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot the Bill
- 2022 Estate Planning Checkup: Is Your Estate Plan Up-To-Date?
- Trusts & Taxes: What You Need To Know
- Anne Heche Dies with Conflict Around Her Will, Leaving Her Sons & Estate in Legal Limbo— Part 2
- Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo—Part 1
- What is a Pour-Over Will?
- Protect Your Aging Loved Ones From Undue Influence
- President Biden’s Student Debt Relief Plan Explained With FAQs
- Selling Real Estate or a Business? Avoid Capital Gains Tax with a Charitable Remainder Trust
- Criteria for Choosing a Trustee
- How Estate Planning Can Reduce the High Cost of Dying- Part 2
- How Estate Planning Can Reduce the High Cost of Dying – Part 1
- 5 Common Estate Planning Concerns for Your Second (Or More) Marriage
- What You Need to Know About Collecting Life Insurance Proceeds
- 3 Reasons Why Single Folks With No Children Need An Estate Plan
- How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
- If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
- Don’t Let Your Kids Leave Home Without Signing These 3 Documents
- Key Milestones For Planning Your Retirement
- 10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
- 10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
- 3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
- Why Diminished Financial Capacity Is So Dangerous for Seniors
- How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy
- How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
- Does Your Family Need Umbrella Insurance?
- Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
- Protect Your Home, Family, & Assets From The Growing Threat Of Natural Disasters
- Probate: What It Is & How To Avoid It—Part 2
- Probate: What It Is & How To Avoid It—Part 1
- 7 Last-Minute Moves To Save On Your Taxes For 2021
- What To Expect From Your Life and Legacy Planning Session With Us
- Updating Your Estate Plan For Divorce: 5 Changes To Make
- 4 Reasons Why Estate Planning Is So Essential For Business Owners
- Purchasing Life Insurance For Your Family: What You Need To Know
- Don’t Leave Your Children With The Babysitter Until You Read This
- Preventing Family Conflict And Disputes Over Your Estate Plan
- One of The Greatest Gifts To Your Family Is The Plan For Incapacity
- 5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 2
- 5 Ways DIY Estate Plans Can Fail & Leave Your Family At Risk—Part 1
- Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
- Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
- The Basics On NFTs: The Newest Cryptoverse Craze
- FAQs About Long-Term Care Insurance
- 10 Things You Should Know About Living Wills
- Think You Are Too Young to Need An Estate Plan? Think Again
- Estate Planning Must Haves for Parents—Even If You Have Legal Documents
- 2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
- How Does the Administration of a Will Work?
- Why You Need a Trust—Even if You Aren’t Rich
- How Estate Planning Can Bring Blended Families Closer
- With Tax Laws in Flux: What Should You Do Now?
- House Democrats Propose Sweeping New Changes To Tax Laws That Stand To Have Major Impact On Estate Planning—Part 1
- A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 2
- A Not-So-Happy Accident: Bob Ross’s Estate Planning Failures Leave His Son With Next to Nothing—Part 1
- Estate Planning Must-Haves For Single Parents
- 3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
- Don’t Forget To Protect Your Furry Family: Estate Planning For Your Pets
- Estate Planning for Cryptocurrency
- Everything You Need to Know About Including Digital Assets In Your Estate Plan—Part 2
- Everything You Need to Know About Including Digital Assets In Your Estate Plan—Part 1
- Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 2
- Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 1
- Estate Planning For A Child With Special Needs: What Parents Need To Know
- Leaving Money for Your Special Needs Child in Your Will
- 3 Vital Estate Planning Documents For High School Graduates
- Consider This Before You Create A Will Online
- Should You Name Your Minor Child as Beneficiary of Your 401(K)?
- Just Married? 6 Estate Planning Essentials for Newlyweds—Part 2
- Just Married? 6 Estate Planning Essentials for Newlyweds—Part 1
- Almost Three Years After Her Death, Aretha Franklin’s Poor Estate Planning Continues To Haunt Her Family—Part 2
- Almost Three Years After Her Death, Aretha Franklin’s Poor Estate Planning Continues To Haunt Her Family—Part 1
- How to Avoid Being Placed under the Care of a Professional Guardian
- Legal Gangsters: Netflix’s I Care a Lot Uncovers the Dark Side of Legal Guardianship—Part 2
- Legal Gangsters: Netflix’s I Care a Lot Uncovers the Dark Side of Legal Guardianship—Part 1
- Don’t Send Your Kids Off to College without These!
- 6 Ways The American Rescue Plan Can Boost Your Family’s Finances—Part 2
- 6 Ways The American Rescue Plan Can Boost Your Family’s Finances—Part 1
- Managing Child Care While Dealing With Debilitating Illness: Tips For Parents—Part 2
- Managing Child Care While Dealing With COVID-19: Tips For Single Parents—Part 1
- 7 Ways To Save Big Money On Your 2020 Taxes—Part 2
- 7 Ways To Save Big Money On Your 2020 Taxes—Part 1
- Larry King’s Death Highlights the Importance of Updating Your Estate Plan for Divorce and Death—Part 2
- Larry King’s Death Highlights the Importance of Updating Your Estate Plan for Divorce and Death—Part 1
- Managing Your Digital Afterlife: A Guide To Facebook’s Legacy Contact
- New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning
- Does Your Estate Plan Protect Your Intellectual Property?
- Moving To A New State? Remember to Update Your Estate Plan
- 5 Tips For Keeping Kids Connected With Grandparents During the Pandemic
- What You Should Know About Long-Term Care Insurance
- Former Zappos CEO Tony Hsieh Dies Without A Will—Part 2
- Former Zappos CEO Tony Hsieh Dies Without A Will—Part 1
- 5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 2
- 5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1
- Remarrying In Midlife? Avoid Accidentally Disinheriting Your Loved Ones
- 6 Things You Should NOT Include In Your Will
- Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2
- Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1
- Will Your Estate Plan Actually Work When Your Family Needs It?
- Black Panther Star Chadwick Boseman Dies Without A Will—Part 2
- Black Panther Star Chadwick Boseman Dies Without A Will—Part 1
- Estate Planning Essentials for Parents
- When Duty Calls: Navigating the Sandwich Generation with Ease
- How to Incorporate Family Values in Your Estate Planning
- 4 Reasons Why You Can’t Afford to Go Without An Estate Plan
- 5 Common Estate Planning Mistakes and How to Avoid Them
- Lost An Old 401(k)? Here Are 6 Tips For Finding It
- The Need For a Go-Bag Is Even More Important During a Pandemic
- 6 Changes to Watch For In Your 2020 Taxes
- Your Rights as the Parent of a Young Adult—What You Need to Know When a Medical Crisis Hits
- Pay For a Loved One’s Education With an Education Trust Fund
- The Unexpected Costs of Caring for Elderly Parents in Your Home
- Could an Out-of-Date Will Leave You Facing Eviction?
- The Downsizing Generation: How to Handle a Surplus of Stuff When a Loved One Ages
- A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust
- Your “Blended” Family Is Likely Headed to Court Unless You Do This
- COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 2
- COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 1
- How Do Trusts Help You Save on Taxes?
- Is It Time to Go Solo(preneur)?
- Learning to Flourish, Even in a Financial Crisis
- The Basics of Disability Insurance and How It Can Help During COVID
- Who Would Care For Your Children If You Got Sick With COVID-19?
- Protecting Your Parents From Undue Influence During Covid and Beyond
- Getting Legal Documents Signed During COVID—Another Reason to Not Go It Alone
- 3 Unique Ways to Handle the Guilt Inherent to Being a Parent
- 3 MYTHS WE TELL OURSELVES ABOUT ESTATE PLANNING
- Should You (or Your Parents) Be in the Stock Market Now?
- Online Wills? When You Should, When You Shouldn’t, and Where to Do It
- Is Your Family “Too Young” to Need an Estate Plan?
- How to Plan a “Pet Trust” to Protect Your Pet After Your Death
- What Happens to Your Pets When You Die?
- How to Fix Errors in Your Credit Report
- Are You Clear About How Your Parents Estate Plan Will Impact You?
- CORONAVIRUS: Impact to Your Wealth, Health and Happiness
- Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries
- Money Talk: How Much Will You Share With Your Kids (and When)?
- False Security: Is Your Will Legally Valid?
- Kobe Bryant’s Untimely Death Highlights the Vital Need for Estate Planning at All Ages
- 4 Things Trusts Can Do That Wills Can’t
- The SECURE Act’s Impact on Estate and Retirement Planning—Part 2
- The SECURE Act’s Impact on Estate and Retirement Planning—Part 1
- The Tax Cut & Jobs Act Drastically Alters the Tax Consequences of Divorce
- Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 2
- Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk—Part 1
- 5 Steps For Adding Digital Assets To Your Estate Plan
- What You Need to Know About the New Law Affecting Sweeping Changes to Your Retirement Accounts in 2020
- Suze Orman Says This Is the Age You Should Retire—Not a Month or Year Before (and Here’s What She Misses)
- Don’t Let Your Kids Move Out Without Signing These Documents
- Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 2
- Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 1
- 4 Year-End Tax-Saving Strategies for 2019
- A Lesson For All Parents: Who Will Be Emani’s Legal Guardian After the Death of Her Dad?
- Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 2
- Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 1
- Understanding Your Life Insurance Settlement Options
- 4 Ways Wise Planning Can Protect Your Family’s Assets Part 2
- Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased
- Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2
- Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse
- Why A Will Is Not A Suitable Option For Protecting Your Pet
- How Will The Coming Wealth Transfer Affect Your Family?
- Why You Need To Add a ‘When I Die’ File to Your Estate Plan
- The Real Cost To Your Family of Failed Estate Planning: Not Updating Your Plan
- The Real Cost To Your Family: Having No Estate Plan At All
- Safeguard Your Children’s Inheritance With a Lifetime Asset Protection Trust
- Protect Your Family From Wealth’s Dark Side With a Lifetime Asset Protection Trust
- Seniors and Their Families Should Be Wary of Reverse Mortgages—Part 2
- Seniors and Their Families Should Be Wary of Reverse Mortgages—Part 1
- Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs
- The Pitfalls of DIY Wills: Lessons Learned from a Florida Probate Case
- Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2
- Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 1
- The Real Cost To Your Family: Relying On A Will Alone
- Got a ‘Blended Family’? Learn From Tom Petty’s Mistakes: His Daughters and Widow Are Now Locked In Bitter Battle Over His Estate
- 4 Ways Wise Planning Can Protect Your Family’s Assets
- 3 Warning Signs of a Financial Scam
- The Real Cost To Your Family: Not Planning For Incapacity
- 5 ESTATE PLANNING MUST-DOS IF YOU’RE GETTING DIVORCED—PART 2
- 5 Estate Planning Must-Dos If You’re Getting Divorced—Part 1
- How Legal Planning Helps Build A Strong Blended Family
- Are You Leaving Your Retirement Account At Risk Due To Poor Planning?
- Work-Life Balance: A Personal Perspective
- Power of Attorney – What is it and Is it Enough?
- 6 Questions to Consider When Selecting Beneficiaries For Your Life Insurance Policy—Part 2
- 6 Questions to Consider When Selecting Beneficiaries For Your Life Insurance Policy – Part 1
- Overlooking This Basic Part of Your Estate Plan Can Be Tragic
- Understand What’s At Stake Before Agreeing to Serve as Trustee
- Why You Might Actually Owe Taxes in 2018
- Gen-X, 90210-Star Luke Perry’s Death Demonstrates the Importance of Planning for Incapacity
- Reasons to Establish a Trust (and Being Rich Isn’t One of Them)
- Special Considerations for Blended Family Estate Planning
- 6 Cases When a Trust is Better Than a Will in Saint Joseph, Michigan
- How to Tell If It’s Time to Change Your Will
- I Don’t Have Kids, So Why Do I Need Estate Planning? Part 2
- I Don’t Have Kids, So Why Do I Need Estate Planning? Part 1
- The Key Differences Between Wills and Trusts
- Defining the Legal Relationship Between Grandparents and Their Grandchildren
- Donate Appreciated Assets to Charity Instead of Selling Outright for Tax and Income Benefits Using a Charitable Remainder Trust
- Vacations Are the Perfect Time for Families to Talk About Estate Planning
- Use Estate Planning to Enrich Your Family with More Than Just Material Wealth
- Saving What Matters: 12 Must-Have Items To Pack in Your Go-Bag
- How to Avoid Family Conflict When Making an Estate Plan
- 7 Reasons to Consider a Trust for Your Family
- The Risks of Poor Man’s Estate Planning: How to Pass on Property & Avoid Probate the Right Way
- When It Comes to Inheritance, Treating Children Equally Not Always the Best Plan
- What Every New Parent Needs to Know About Estate Planning
- Estate Planning for the Blended Family
- 5 Things Parents Need to Know Before Their Kids Go to College
