Blog
Notes on planning for the people you love
Wills, trusts, guardians, long-term care, and the questions families ask most.
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2
***Last week, we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning…
Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1
***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 your…
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…
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,…
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2
***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…
From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1
***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…
Got Intellectual Property? Include It In Your Estate Plan
***To own intellectual property, you don’t have to be a famous producer or household name. You almost certainly have intellectual property if you…
Help Your Parents Avoid These New Financial Scams - Part 2
***In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam and cryptocurrency…
Help Your Parents Avoid These New Financial Scams - Part 1
***Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their…
Can You Rely on Legal Insurance for Your Estate Plan?
***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…
Don’t Send Your Kids Back to School Without These Documents
***As summer comes to a close and back-to-school excitement fills the air, one crucial task is often overlooked: designating legal guardians for your…
10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2
***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…