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

Help Your Parents Avoid These New Financial Scams

August 28, 2023August 28, 2023 Uncategorized

Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, especially seniors. To protect your aging ... Read more

Can You Rely on Legal Insurance for Your Estate Plan?

August 21, 2023August 21, 2023 Uncategorized

As the need for affordable legal services becomes even more important in today’s world, it’s common to opt for group legal insurance offered through your workplace benefits. These group insurance ... Read more

Don’t Send Your Kids Back to School Without These Documents

August 18, 2023August 18, 2023 Uncategorized

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. Legal guardians ... Read more

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

August 7, 2023August 7, 2023 Uncategorized

You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality is that in order for ... Read more

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 1

July 30, 2023July 30, 2023 Uncategorized

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. It seems to be how ... Read more

What the National Debt Ceiling Extension Means for Your Family

July 30, 2023July 30, 2023 Uncategorized

You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as a family. While it ... Read more

How to Talk About Estate Planning at Your Family Reunion

July 21, 2023July 21, 2023 Uncategorized

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about the wonderful memories you share together. ... Read more