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Wednesday, October 2, 2019

The Three Types of Lawyers to Consider for Your Estate Planning

It seems that there are many options out there when choosing an estate planning attorney.  This week, I give you three different types of lawyers you may come across when looking for right fit to protect your legacy!

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Friday, July 19, 2019

Why I'm Convinced that Estate Planning is a Women's Issue

Estate planning is important for both sexes, but the pitfalls of failing to plan simply affect women, particularly mothers, much more than men for a host of reasons. 
In this week's blog, Tiffany lists 16 key talking points for women (and everyone else) to consider in order to protect their future selves, families, & loved ones. 


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Friday, June 21, 2019

6 Reasons Why Hiring an Estate Planning Lawyer Beats Doing-It-Yourself

The question shouldn’t be whether or not you can write your own will, but rather whether you SHOULD
The problem is:  you don’t know what you don’t know.


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Thursday, June 13, 2019

Important Estate Planning Considerations for LGBTQ Individuals & Families

Happy LGBTQ Pride Month!   

Most people, regardless of their gender identity or sexual orientation, should make an estate plan. However, same-sex couples/families and LGBTQ individuals may have more to gain from making an estate plan than others because of the ever-changing nature of the laws surrounding LGBTQ issues.  An estate plan can also help clarify the nature their relationship for those family members or professionals who may not (sadly) understand it or approve of it.  In honor of Pride Month, this week's blog addresses 6 Key Estate Planning Issues to consider for LGBTQ families & individuals.

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Thursday, March 14, 2019

Should I Do My Estate Planning Online???

The worldwide web has provided us with great opportunity to be more independent as consumers. However, as convenient it may seem, you might want to think twice before creating an estate plan online!

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Tuesday, March 5, 2019

Tax Savings Strategies to Implement NOW to Lower Your 2019 Tax Bill

Ahhh… Tax Season...  If you’re like many people, you may have filed an extension for your 2018 federal tax return, so take a look and see if any of these tips might apply to last year. Otherwise, be sure to make the most out of these ideas for your 2019 tax planning!


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Tuesday, January 8, 2019

Buying Vs. Renting Commercial Real Estate: What Are The Tax Benefits?

Tax Fun for Business Owners!  A common dilemma that many business owners face is whether to own or rent a business property...


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Thursday, December 13, 2018

Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan

Ashlea Ebeling with Forbes discusses what you need to know about some of the recent changes to federal tax law. 

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Friday, November 23, 2018

3 Steps to Prepare your Children for an Inheritance

How do you prepare your children to receive an inheritance?  What can you do now to make them better money managers?  Passing your legacy to your children requires acknowledgement of family values and fiscal preparation, early on.  

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Tuesday, October 30, 2018

Places That Will Take Care of Your Pet If Something Happens to You

by Kristin Hunt, Everplans... It’s currently estimated that only 9% of people with Wills include provisions for their cats, dogs, or exotic birds. And unless you already have a sibling or friend who’s explicitly pledged to look after Pawudrey Hepburn, that could leave your pet in limbo if something serious happens to you.



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Monday, August 6, 2018

Back-to-School Checklist: A Reminder to Reassess your Financial Planning (Part 1)

Back-to-school season is all about fresh starts!  Inspired by the importance of preparation in starting a new school year, we have provided a two-part checklist that will help you and your family prepare for the future! Read more for Part 1!

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