Parents

As an estate planner, I deal with lots of generous, kind folks with very big hearts (and sometimes, big wallets to match). 

That’s not always the case- sometimes clients have a more modest estate that belies their generous spirits. 

In this series, I’m offering a weekly Q&A to outlines some mistakes I've seen my generous clients make- along with my recommended course-correct plan of action!

Student loans have become a necessary evil for many college students.  The increase of college tuition along with the rise of college attendance creates the perfect storm for more student loan debt. 

Why is this happening and why is the term, "crisis" used when discussing the issues involving student loans?

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!

I finally had enough of running out of time and decided to get to the bottom of why. I very quickly realized how much time in my day I was wasting and was shocked by the number of extremely important tasks were still sitting on my ‘to do list’ from months ago! 

On last week’s blog, we shared some easy, practical tips on how to get organized prior to the upcoming school year (See Part 1 Here). 

Today, we're sharing Part 2, with some reminders & advice on how to get your estate plan in order, before your schedule fills up and procrastination sets in!

It’s hard to believe that the start of the school year is right around the corner (especially as it’s approx. 112 degrees right now in Las Vegas!).   

On this weeks’ blog, I’m sharing some practical back to school tips (Part 1) before school is back in session!

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. 

Are you thinking about creating an estate plan or restating your existing plan?  Are you trying to find where to start and who to represent you in assisting with this?  This week, we discuss how you can find the right legacy planner for you.  

This week marks the first week of school for many families.  While the kids are at school, we continue to discuss financial planning  in Part 2 of our Back-to-School Checklist.  Keep your preparation-game strong by using these planning tools!

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!