Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
Why Estate Planning Is the Best Use of Your Tax Refund
When that extra bit of money from your tax refund lands in your bank account (kinda feels like Christmas, doesn’t it?), it's easy to start dreaming…
Navigating the World of Cryptocurrency: A Guide for Parents and Teens
**What is Cryptocurrency, Exactly?** Cryptocurrency, which folks also call “crypto” is, in essence, virtual money that can be used to buy goods and…
April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess
If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings…
PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a…
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…
3 Estate Planning Documents Your Parents Need Right Now
Today, we're diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years,…
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…
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,…
Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them, and ensure…
Want to Show Your Partner How Much You Love Them? Put Them In Your Will
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the…
2 Conversations About Money and Death You Need to Have With Your Parents Right Now
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical…
Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones' future…