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.
Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In 2024, the SECURE 2.0 Act brings significant changes to the world of retirement savings and college savings accounts that could substantially impact your family's financial future.
Own a Business? Don’t Miss The Corporate Transparency Act Reporting Deadline
If you or your Trust own or manage a business, you’ll be required to report information about the company's ownership under the new Corporate Transparency Act. And if you, or your Trust, create a new company in 2024 or later, that report could be due in as little as 30 days.
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.
How to Talk Money With Your Family Over The Holidays
The holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right. Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips.
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.
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.
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.
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.
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.
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®.
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2
Last week we started to explore the key estate planning components every newlywed couple needs to protect their rights, wishes, and plans now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds.
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.
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.
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.
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?
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.
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.
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.
What the National Debt Ceiling Extension Means for Your Family
While it may seem like a distant matter, the national debt ceiling extension can have a significant impact on your family's financial well-being and future planning.