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...
6 Things You Should NOT Include In Your Will

6 Things You Should NOT Include In Your Will

A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets...
Taxes under the Biden Administration

Taxes under the Biden Administration

After several days of counting ballots, Joe Biden has been declared the winner of the 2020 Presidential election by many major news outlets. Although we await the official certification of the election by each state, an official concession by President Trump, and the...
How to Save Big Money on Your 2020 Taxes—Part 1

How to Save Big Money on Your 2020 Taxes—Part 1

When you first realize that your biggest personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up in the government’s hands can feel like a shakedown. That said, focusing a relatively small amount...
Will Your Estate Plan Actually Work When Your Family Needs It?

Will Your Estate Plan Actually Work When Your Family Needs It?

If you’re like most people, you likely think estate planning is just one more task to check off of your life’s endless “to-do” list. You may shop around and find a lawyer to create planning documents for you, or you might try creating your own DIY plan using online...
Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2

Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 2

No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. As you’ll learn here, there are a number of reasons why you may want to start...