Today, let’s dive into a topic that might sound a bit fancy but is actually all about making your money work smarter for you. As an estate planning attorney, I’m here to demystify the world of trusts and show you how they can be your secret weapon in saving on taxes,...
In our increasingly digital world, it’s essential for you to consider the protection of your digital assets as part of your comprehensive estate plan. From cherished memories stored in photo albums to valuable financial information kept online, your digital life is a...
If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the extra considerations and planning it takes to keep your family’s life running smoothly – from which parent your children will be with...
YEAR-END TAX PLANNING STARTS NOW 4 Things to do now to lower your 2023 taxes Make Charitable Gifts Giving back to your community or supporting causes you care about is not only rewarding but can also provide tax benefits if your family’s tax deductions are close to...
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan® 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....
Why “Just a Will” Is Never Enough 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...
Will Your Estate Plan Work When Your Family Needs It? Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop around and find a lawyer to create planning documents for you or create your own...