The Scary Truth: Naming Godparents Does Not Create Legal Guardians

November 7, 2023November 7, 2023 Uncategorized

As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and often this planning includes the tradition of ... Read more

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 2

October 31, 2023November 7, 2023 Uncategorized

Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog, ... Read more

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

October 23, 2023October 13, 2023 Uncategorized

It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at ... Read more

Flu Season Fundamentals: How to Keep Seniors Safe This Fall 

October 16, 2023October 13, 2023 Uncategorized

The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, ... Read more

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan

October 10, 2023September 29, 2023 Uncategorized

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done ... Read more

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

September 29, 2023September 29, 2023 Uncategorized

Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if ... Read more

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

September 27, 2023September 27, 2023 Uncategorized

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married ... Read more

Got Intellectual Property? Include It In Your Estate Plan

September 20, 2023September 20, 2023 Uncategorized

You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build gadgets in your garage, ... Read more

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

September 12, 2023September 7, 2023 Uncategorized

August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red Cross reminding you to get your Will ... Read more

Help Your Parents Avoid These New Financial Scams – Part 2

September 7, 2023September 7, 2023 Uncategorized

In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpocketing. In this week’s blog, I’m sharing ... Read more