How To Protect Your Legacy In a Blended Family
Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined
Category
Estate Planning
Understanding the Intersection of Love and Law
Love is wonderful—joyful moments, shared dreams for the future, and yes, some legal considerations too. For married couples, the law has default provisions in place for what happens to your
3 Estate Planning Documents Your Parents Need
As your parents gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a priority. One of the very best things you can do for your own
13 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored seven ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: Make a Qualified Charitable Distribution (QCD) Front-load Your
13 Ways to Show Your Finances Some Love This Year – Part 1
While thoughtful financial planning doesn’t sound as fun as a fancy night out or a night in with Netflix, making smart planning decisions with your assets is one of the
Your Kids Might Not Automatically Be Cared For Unless You Do This
As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet,
How to Save for Retirement and Pay Off School Loans at the Same Time
Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a critical decision: should you prioritize paying down those
3 Reasons Why Adding Your Partner to Your Will is an Act of Love
Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the
Important Planning Conversations to Have With Your Parents
If you’ve given any thought about estate planning, you probably associate it with preparing for death. But there are critical reasons for and significant benefits to planning while you’re still