Estate Planning

CATAGORIES

Sep 226 min read

Matthew Perry's Estate Plan Demonstrates the Benefits of Trusts

When Matthew Perry, the beloved star of Friends , passed away last year, the world mourned the loss of a comedic icon. However, as...

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Sep 156 min read

What Do Lasagna and Estate Planning Have in Common?

Have you ever heard horror stories about families fighting over Grandma's jewelry or getting stuck in a never-ending legal battle after...

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Sep 85 min read

3 Questions to Ask Yourself before Creating Your Estate Plan with AI

Have you jumped on the AI bandwagon yet? If so, you’ve probably used it to make your life easier. AI can be incredibly helpful,...

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Jun 76 min read

Father Knows Best: Avoiding Common Estate Planning Pitfalls

If you’re a father, you've always strived to provide the best for your family, ensuring their well-being and securing their future....

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Nov 19, 20235 min read

What You Must Know about Your Right to Your Spouse’s Retirement Benefits

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...

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Nov 5, 20234 min read

Transition to Adulthood: What Happens Legally When My Child Turns 18?

Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your...

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Oct 22, 20234 min read

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, from adjusting your tax withholding to strategically...

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