In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly understand your family’s financial picture and your plan for the future. Read now…
A Tradition & Reputation For Quality Legal Services
Firm News
Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy the Right Way
Life insurance is an important part of protecting your family, but if you don’t set it up correctly, there’s a good chance it won’t help your loved ones how you want it to. Here’s what to do instead…
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid
Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever. Read more…
What Caregivers Need to Know About Estate Planning for a Loved One with Dementia – Part 1
In this blog, we’ll explore the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected. Read more…
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…
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…
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…
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…