Blog

The SECURE Act and Estate Planning
Within the past year, a combination of new legislation (SECURE Act) and the recent change of leadership in the White House and Congress stands to dramatically increase the income taxes your loved ones will have to pay on inherited retirement accounts as well as...

President Biden and Estate Planning – Part 2
Joe Biden has been elected President, and no matter who you voted for on November 3rd, you need to start considering the potential legal, financial, and tax impacts the change of leadership might have on your family’s planning. And as you’ll learn here, there are a...

President Biden and Estate Planning – Part 1
Joe Biden has been elected President, and no matter who you voted for on November 3rd, you need to start considering the potential legal, financial, and tax impacts the change of leadership might have on your family’s planning. And as you’ll learn here, there are a...

Moving To A New State? Remember to Update Your Estate Plan
Are you moving to a new state? It may be time to update your estate plan if so! Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your existing plan reviewed by an estate...

Long-Term Care Insurance and What You Should Know
With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities. However, such care is extremely expensive, especially when it’s needed for extended periods of time. This is where...

Divorce and Remarriage: Avoid Disinheriting Your Loved Ones
Today, we’re seeing more and more people experiencing divorce and remarriage in middle age and beyond. Indeed, the trend of couples getting divorced after age 50 has grown so common, it’s even garnered its own nickname: “gray divorce.” Previously we have discussed how...

Will Your Estate Plan Actually Work?
As your Personal Family Lawyer®, we’re dedicated to improving the public’s perception of lawyers by offering family-centered legal services specifically tailored to provide our clients with the kind of love, attention, and trust we’d want for our own loved ones. With...

Asset Protection For Your Child’s Inheritance (Part 2)
Lifetime Asset Protection Trusts are the greatest gifts that you can give to your children. Learn how to protect your children’s inheritance from creditors, divorce, and lawsuit.

Asset Protection For Your Child’s Inheritance (Part 1)
Lifetime Asset Protection Trusts are the greatest gifts you can give to your children. Learn how to protect your children’s inheritance from creditors, divorce, and lawsuits.

Estate Planning can Help You Avoid a Prenup (Part 2)
Estate planning can be a way to avoid prenuptial agreements. Want to find out how? If you are engaged to be married, divorce is probably the last thing you and your fiancé want to be thinking about. Yet you might be rightfully concerned about what would happen to your...
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We would love to learn more about your estate or business planning needs. Please feel free to contact us for more information or, if you are ready to get started, schedule your Family Wealth Planning Session or LIFT Business Planning Session today!