Blog
August 15, 2024
Your Most Important BACK TO SCHOOL preparation: A Kids Protection Plan
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 are the individuals you entrust with the care of your […]
June 5, 2024
Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents
s an LGBTQIA+ non-biological parent, June's arrival sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing fight for full equality. One area where you may […]
May 24, 2024
Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning
Memorial Day brings with it an opportunity to reflect on the concepts of mortality, remembrance, and legacy. As we remember the brave men and women who lost their lives serving in the military, may this day also inspire you to […]
March 20, 2024
Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
After the excitement of Valentine's Day fades away and the last indulgence of chocolate is savored, it's crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that […]
March 14, 2024
14 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD) Front-load Your 401(k) Contributions Set Up an IRA for a […]
March 14, 2024
14 Ways to Show Your Finances Some Love This Year – Part 1
Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there's a different kind of love that deserves our attention: the love we show ourselves and […]
December 19, 2023
Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially […]
December 1, 2023
How to Talk Money With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, […]
October 24, 2023
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
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, there are several steps you can take to ensure their […]
October 4, 2023
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
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 it. If you haven’t yet, take this as the sign […]