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Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes – Part 1

It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your financial situation and make some strategic moves that can help you minimize your tax liability come April. Year-end...
Flu Season Fundamentals: How to Keep Seniors Safe This Fall

Flu Season Fundamentals: How to Keep Seniors Safe This Fall

The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your elderly loved ones. Fortunately, there are several steps you can take to ensure their well-being during the colder days ahead, including...
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

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. If you haven’t yet, take this as the sign that now’s the time to do it, in case the...
Whether 1 Divorce or 8, the End of a Marriage Impacts End-of-Life Planning

Whether 1 Divorce or 8, the End of a Marriage Impacts End-of-Life Planning

News icon Larry King recently passed away in the midst of his eighth divorce.  We will remember his many memorable interviews and nearly as many trips to the altar. He brought the famous and influential into our homes for decades, and those interviews bridge eras and...
5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 2

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 2

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating or morbid. But it definitely doesn’t have to be that way. Instead, it can be the most empowering decision you ever make...
Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones

Remarrying In Midlife? Avoid Accidently Disinheriting Your Loved Ones

Today, we’re seeing more and more people getting divorced 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.” Today, roughly one in four divorces involve those...