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Want to Show Your Partner How Much You Love Them? Put Them In Your Estate Plan
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our...
Feb 8, 20245 min read


Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Family Wealth Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved...
Jan 25, 20245 min read


What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 2
We started our discussion on estate planning for a loved one with a dementia diagnosis [https://www.debrakovenlaw.com/post/what-caregiver...
Jan 18, 20245 min read


Your Most Important New Year's Resolution: Creating a Kids Protection Plan
As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list–...
Jan 11, 20244 min read


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...
Dec 28, 20235 min read


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....
Dec 14, 20234 min read


OWN A BUSINESS? GET THAT 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...
Nov 29, 20235 min read


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...
Nov 16, 20235 min read


Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2
We looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your...
Nov 2, 20234 min read


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...
Oct 19, 20235 min read


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...
Oct 5, 20236 min read


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...
Sep 21, 20236 min read


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...
Sep 7, 20235 min read


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...
Aug 24, 20235 min read


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...
Aug 10, 20234 min read


10 Life events that signal it's time to review your estate plan - part 1
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....
Jul 28, 20235 min read


Capturing the Stories of Aging Loved Ones: The Power of a Family Wealth Legacy Interview
Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing...
Jul 4, 20235 min read


3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how...
Jun 20, 20236 min read


4 Ways to Use AI to Make Life Easier for You and Your Family
Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to...
Jun 6, 20238 min read


Why “Just a Will” Is Never Enough
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they...
May 23, 20236 min read
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