LGBTQ Planning

There are many options out there when looking for an estate planning attorney. 

Check out our blog where we offer (3) different types of lawyers you may come across when looking for the right fit to help protect your legacy...

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!

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. 

The question shouldn’t be whether or not you can write your own will, but rather whether you SHOULD. 

The problem is this:  You don’t know what you don’t know.

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...

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!

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!

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

By: Shu Saito, CEO, Allfilters.com - Forbes, YEC CommunityVoice, Link

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.