Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning
[vc_row][vc_column][vc_column_text] Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can […]
What Business Owners Need to Know About The Corporate Transparency Act Reporting Deadline (and How to Get an Extension)
[vc_row][vc_column][vc_column_text] Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or have a Trust that owns a business interest, you’ll need to comply with the Corporate Transparency Act (CTA) come January. Beginning January 1, […]
How to Talk Money With Your Family Over The Holidays
[vc_row][vc_column][vc_column_text] The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, and creating a plan for your whole family’s wealth—now and in the future—having everyone […]
Why “Just a Will” Is Never Enough
[vc_row][vc_column][vc_column_text] When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate—just a Will. Indeed, Wills have a reputation as the number one estate planning tool and can be seen all over […]
Why Every Adult Needs A Living Will
[vc_row][vc_column][vc_column_text] When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” But you may have also heard people talk about a “living will” and wonder what that is, […]
Can You Rely on Legal Insurance for Your Estate Plan?
[vc_row][vc_column][vc_column_text] As the need for affordable legal services becomes even more important in today’s world, it’s common to opt for group legal insurance offered through your workplace benefits. These group insurance plans provide free legal assistance for a variety of needs from law firms that have contracted with the insurance company to provide the legal […]
Estate Planning Pitfalls – 3 Mistakes That Could Make Your Estate Plan Worthless
[vc_row][vc_column][vc_column_text] Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if you choose it for them. But, here’s the thing you might not know, and […]
Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
[vc_row][vc_column][vc_column_text] As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign that now’s the time to do it, in case the unthinkable happens to […]
AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You
[vc_row][vc_column][vc_column_text] August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red Cross reminding you to get your Will taken care of this month. Both AARP and the Red Cross promoted their partnerships with FreeWill.com, a website that claims to help you create […]