Life Planning

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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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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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Aug 12, 20237 min read

Can You Rely on Legal Insurance for Your Estate Plan?

As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...

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Jul 29, 20234 min read

10 Life Events That Signal it’s Time to Review Your Estate Plan - Part 2

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re covering five more life events that...

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Jul 23, 20235 min read

10 Life Events That Signal it’s Time to Review Your Estate Plan - Part 1

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....

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Jul 16, 20235 min read

What the National Debt Ceiling Extension Means for Your Family

You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday...

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