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Sep 19, 20184 min read

Don’t Transfer Ownership of Your House to Your Kids Before You Read This

With the cost of long-term care (LTC) skyrocketing, you may be concerned about your (or your elderly parents’) ability to pay for lengthy...

Sep 7, 20184 min read

Aretha Franklin Dies Without a Will and Leaves Her Family to Deal With Court and Conflict

Aretha Franklin, heralded as the “Queen of Soul,” died from pancreatic cancer at age 76 on August 16th at her home in Detroit. Like...

Aug 23, 20184 min read

Avoid This Major Mistake When Adding an IRA to Your Estate Plan

Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need...

Aug 10, 20185 min read

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2

In our last blog, we shared the first part of this series explaining the powers and duties that come with serving as trustee. Here in...

Jul 27, 20184 min read

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1

If a friend or family member has asked you to serve as trustee for their trust upon their death, you should feel honored—this means they...

Jul 13, 20185 min read

Appoint a Guardian to Keep Your Kids In Safe Hands At All Times

Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at the border...

Jun 29, 20184 min read

What You Should Know About Guardianship—In Case A Parent or Loved One Becomes Incapacitated

Whether through illness, injury, or other means, anyone can require a guardian to become appointed if they become mentally incapacitated....

Jun 15, 20184 min read

The Key Differences Between Wills and Trusts

When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing...

Jun 1, 20184 min read

Part 2 - I Don’t Have Kids, So Why Do I Need Estate Planning?

In our last blog, we shared the first part of our series on the importance of estate planning for those without children. Here in part...

May 22, 20183 min read

Part 1 - I Don’t Have Kids, So Why Do I Need Estate Planning?

It’s a common misconception to think that if you don’t have children, you don’t need to worry about estate planning. But the fact is, it...

May 4, 20184 min read

How and When to Talk to Your Children About Money

Whether you consider yourself wealthy or not, you need to think about how (and when) you’ll talk with your children about money, whether...

Apr 20, 20184 min read

The Key Differences Between Wills and Trusts

When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing...

Apr 6, 20184 min read

Choosing the Right Life Insurance Policy

While purchasing life insurance may seem pretty straightforward, it’s actually quite complex, especially with so many different types...

Mar 23, 20183 min read

Estate Planning Tips for Ensuring Your Pets Are Properly Cared For

It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society...

Mar 9, 20184 min read

Same-Gender Couples Still Face Legal Challenges Over Parental Rights

In 2015, when the Supreme Court ruled that same-gender couples had the right to marry, the LGBTQ community celebrated a huge victory....

Feb 21, 20183 min read

How Will the New Tax Law Affect Your Family?

President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic...

Feb 9, 20184 min read

What to Expect From (and How to Prepare For) an Initial Estate Planning Meeting With Your PFL®

Whether you’ve met with an estate planning attorney before or it’s your first time, it’s important to understand how working with a...

Jan 26, 20184 min read

The Mistake I Made with My Grieving Friend

A good friend of mine lost her dad some years back. I found her sitting alone on a bench outside our workplace, not moving, just staring...

Jan 12, 20183 min read

Estate Planning Essentials for Parents

A comprehensive estate plan can protect the things that matter most. For many, this means their property and their family. Including...

Nov 9, 20171 min read

Welcome!

Welcome to our new blog! Here we will be sharing tips and strategies on how to better protect your wealth, loved ones, and legacy...