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– creating a Kids Protection Plan™. Read more…
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Compassionate Estate Planning
What Caregivers Need to Know About Estate Planning for a Loved One with Dementia – Part 2
This week, we continue our discussion on estate planning for a loved one with dementia and how planning must become more proactive and strategic than ever to avoid conflict over your loved one’s wishes in the future. Read more…
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. In this blog, we explore practical and heartfelt ways to hold space for your mourning loved ones.
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 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…
Don’t Send Your Kids Back to School Without These Documents
As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Read more…