Have Unused 529 College Savings? Roll Them Into a Roth in 2024
In 2024, the SECURE 2.0 Act brings significant changes to the world of retirement and college savings accounts that could substantially impact your family’s financial future. Read more…
A Tradition & Reputation For Quality Legal Services
read more
What You Must Know About Your Right to Your Spouse’s Retirement Benefits
This week, I explain how the law affects retirement distributions for married couples and why you must be extra careful with your retirement planning if you’re part of a blended family. Read more…
How to Talk Money with Your Family Over the Holidays
The holidays are a perfect time to bring up conversations around inheritance, end of life, and stepping into another level of connection and intimacy, if you do it right. Otherwise, it could end in a big unresolved mess. Asking your relatives how they want their money and belongings handled when they die or if they become incapacitated might not go over well while opening presents or carving a turkey. To keep your family from feeling blindsided and to make the most of your conversation, consider these tips. Read more…
Transition to Adulthood: What Happens Legally When My Child Turns 18?
This week, we explore what happens legally when your child turns 18, what it means for your ability to make legal, financial, and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. Read more…
The Scary Truth: Naming Godparents Does Not Create Legal Guardians
Many parents name godparents to mentor and guide their children throughout life. But the scary truth is that your children could still end up in protective services even if they have a godparent. Read more…
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. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024. Read more…
Year-End Tax Planning Starts Now: 8 Things to Do Now to Lower Your 2023 Taxes – Part 1
It might seem early to think about your 2023 taxes, but it’s the perfect time to take a closer look at your financial situation and make some strategic moves to help you minimize your tax liability come April. Read more…
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
Fall season marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead. Read more…
Got Minor Kids? 3 Instances When Your Estate Plan Must Include a Kids Protection Plan®
To make sure your child is always cared for by the people you love and never taken into the care of strangers, even for a minute, it’s crucial to have a full Kids Protection Plan®. Read more…
From “I Do” to “What If”: Estate Planning Must-Do’s for Newlyweds – Part 2
Last week, we started exploring some key estate planning components every newlywed couple needs to protect their rights, wishes, and plans now and in the future. This week, we’re continuing the conversation with three more estate planning must-do’s for newlyweds. Read more…
