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Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...
Dec 14, 20225 min read


4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...
Dec 5, 20225 min read


How To Manage Your Digital Accounts After Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
Nov 19, 20226 min read


HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
Nov 7, 20225 min read


HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
Oct 31, 20224 min read


2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP-TO-DATE?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
Oct 14, 20227 min read


ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 2
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...
Oct 3, 20225 min read


ANNE HECHE DIES WITH CONFLICT AROUND HER WILL, LEAVING HER SONS & ESTATE IN LEGAL LIMBO—PART 1
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...
Sep 27, 20226 min read


PRESIDENT BIDEN’S STUDENT DEBT RELIEF PLAN EXPLAINED WITH FAQS
This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...
Sep 6, 20226 min read


3 Critical Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
Aug 29, 20225 min read


3 Critical Considerations For How To Save For Your Child (or Grandchild’s) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
Aug 19, 20224 min read


4 Essential Strategies For Protecting Your Family's Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...
Aug 8, 20225 min read


How Estate Planning Can Reduce The High Cost Of Dying—Part2
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...
Aug 2, 20227 min read


How Estate Planning Can Reduce The High Cost Of Dying—Part 1
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...
Jul 22, 20226 min read


5 Common Estate Planning Concerns For Your Second (Or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...
Jul 12, 20226 min read


What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
Jul 6, 20226 min read


Estate Planning FAQs For LGBTQ+ Couples
As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the...
Jun 24, 20228 min read


If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...
Jun 13, 20224 min read


Don't Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...
May 27, 20224 min read


Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...
May 20, 20228 min read
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