Blog

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 ... 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… ... 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 ... 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… ... Read More

Help Your Parents Avoid These New Financial Scams – Part 1

In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shed light on their tactics, and provide you with practical steps to shield your aging parents from ... Read More

Can You Rely on Legal Insurance for Your Estate Plan?

Group legal insurance might seem like a good way to save on your estate planning needs, but will a plan created through legal insurance work for your family when they need it? Read more… ... 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… ... Read More