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…
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Eric Beutel
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…
From “I Do” to “What If”: Estate Planning Must-Do’s for Newlyweds – Part 1
With all the joy and happiness a new marriage brings, planning for your potential incapacity and future death may feel out of place, but creating your estate plan as part of your post-nuptial to-do list is the greatest gift you can give your new spouse. Read more…
Got Intellectual Property? Include It in Your Estate Plan
If you create music, own a business, write stories, or build gadgets in your garage, you almost certainly have intellectual property. However, because intellectual property is intangible, it’s often overlooked in estate planning. Read more…
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. In this week’s blog, I’m sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. Read more…
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
AARP and the Red Cross celebrate Make-A-Will Month by encouraging you to make a Will for free online, but what they aren’t sharing could leave your family with a mess. Read more…
Buyer Beware – DIY Estate Planning
If you’ve yet to create a plan, have DIY documents about which you aren’t sure, or have a plan created with another lawyer’s help that hasn’t been reviewed in more than a few years, meet with us as your Personal Family Lawyer®. We can ensure that your plan will work as intended if something should happen to you. Contact us today to learn more.