Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
***Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it…
Your Most Important New Year's Resolution: A Kids Protection Plan
***As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this…
Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family
***Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you aren’t, can…
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 2
***Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis [LINK TO YOUR PART 1 BLOG POST] and what this…
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 1
***Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia…
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. Unfortunately, we…
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…
Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline
***Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be…
What You Must Know About Your Right to Your Spouse’s Retirement Benefits
***If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the extra…
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…
Transition to Adulthood: What Happens Legally When My Child Turns 18?
***Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your child’s…
The Scary Truth: Naming Godparents Does Not Create Legal Guardians
***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…