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Who Would Care For Your Children If You Got Sick With COVID-19?

The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have.
It brings to mind something a colleague of mine shared recently. One unremarkable weekend, she left her small children with a babysitter and headed out to enjoy dinner at a restaurant with her husband. But as she sat there, a thought crept into her head that she couldn't let go.

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How Do Trusts Help You Save on Taxes?

Many people come to us curious (or confused) about trusts and taxes. So today's article is going to sort it out and clarify things for you.
There are two types of trusts, and each have different tax consequences.

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3 Unique Ways to Handle the Guilt Inherent to Being a Parent

If you’re a parent, you may feel even more guilty than usual. If so, you are definitely not alone. Currently, the burden is on you to both carry on with your work and manage your child’s full-time care and education. Two full-time jobs that you’re trying to do by yourself, likely without teachers or care providers to help you.

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Protecting Your Parents From Undue Influence During Covid-19 and Beyond

Today, we want to focus on one of the major risks of not being "in the know" when it comes to your parents’ estate planning matters: the undue influence of bad actors.

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A Map to Doing the Right Thing for the People You Love During the COVID-19 Pandemic

Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This goes not just for those of us in the "senior" category, but for all of us, no matter our age. We are facing the reality of our mortality, and many of us are doing it courageously by taking this as an opportunity to learn what we need to do for the people we love.

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The Most Important Legal and Financial Actions To Take Right Now!

As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a "shelter-in-place" order to limit the spread of the disease; however, if you are not in a place with such an order, or if your parents are not following it, you may want to refer to our previous blog on how to talk to your parents and get them to stay home.

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The SECURE Act’s Impact On Estate and Retirement Planning—Part 2

On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it could have big implications for both your retirement and estate planning strategies—and not all of them are positive.

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The SECURE Act’s Impact On Estate and Retirement Planning—Part 1

Personal Note

Today in the United States, we celebrate the Memory of a national Icon, Rev. Martin Luther King Jr. and all that he did when he led the Civil right movement of the 1950's and 1960'S. We in America today enjoy the benefits of one man who stood with his team to ensure that the civil rights laws were passed to protect voting rights and end racial segregation. Dr. King believed in the ideals of the Declaration of Independence that every citizen deserves America's promise of equity and justice. He received a Nobel Peace Prize in 1964 for his civil right works. He lived 39 impactful years on earth before he was killed in April 4, 1968.

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The Real Cost To Your Family: Having No Estate Plan At All

Personal Note

Hello There,

Summer is winding down and we are unofficially moving into fall. Students are back in school also. This is to wish all students, teachers and administrators a successful school year. Parents also have an important role to play in supporting their children so that they are encouraged to be and achieve their best. We have to be intentional about this.

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How to Fix Errors in Your Credit Report

Personal Note

While some of those TV commercials for free credit-score report companies are pretty funny, having errors on your credit report is no laughing matter. Indeed, your credit score is one of the main factors determining your access to loans, credit cards, housing, and sometimes even jobs.

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Protect Your Family From Wealth's Dark Side With a Lifetime Asset Protection Trust

When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probably something you’d never dream of, much less anticipate.

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Avoid These Two (2) Common Causes For Dispute Over Your Estate Plan—Part 1

No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you become incapacitated. Of course, no one wants to believe their family would ever end up battling one another in court over inheritance issues or a loved one’s life-saving medical treatment, but the fact is, we see it all the time.

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Avoid These 2 Common Causes For Dispute Over Your Estate Plan—Part 2

In the first part of this series, we discussed one of the most frequent causes for dispute over your estate plan. Here, we’ll look at another leading cause for dispute and offer strategies for its prevention.

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4 Critical Estate Planning Tasks to Complete Before Going on Vacation

Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for the worst. Traveling, especially in foreign destinations, means you’ll likely be at greater risk than usual for illness, injury, and even death.

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6 Questions To Consider When Selecting Beneficiaries For A Life Insurance Policy

Selecting a beneficiary for your life insurance policy sounds pretty straightforward. You’re just deciding who will receive the policy’s proceeds when you die, right?

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6 Questions to Consider When Selecting Beneficiaries For Your Life Insurance Policy—Part 2

In the first part of this series, we discussed the first three of six questions you should ask yourself when selecting a life insurance beneficiary. Here we cover the final half.

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5 Common Estate Planning Mistakes and How to Avoid Them

Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones and assets you leave behind.

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Gen-X, 90210 Star Luke Perry’s Death Demonstrates the Importance of Planning for Incapacity

In late February, Luke Perry, who became famous starring in the 1990s TV series Beverly Hills 90210, suffered a massive stroke at age 52. He was hospitalized under heavy sedation, and five days later, when it became clear he wouldn't recover, his family decided to remove life support.

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