Blog - Estate Planning & Probate Attorneys

8 Things To Do Now to Lower Your 2023 Taxes – Part 2

Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical

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

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

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

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 1

Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first

Got Intellectual Property? Include It In Your Estate Plan

You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or

You Have IP! Be Sure Not to Lose It … Here’s How

You don’t have to own a large company to own intellectual property. If your business creates inventions, written and artistic works, designs, logos, brand names,

Help Your Parents Avoid These New Financial Scams – Part 2

In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpocketing. In

Paying It Forward: How to Build Your Legacy Through Mentorship

As a business owner, it can be easy to see an opportunity to mentor a young professional as a purely charitable experience. But mentorship can

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red Cross reminding

Embracing Abundance: Liberating Your Business from Money Dysmorphia and Fear

In the exhilarating journey of running a business, there’s an often unspoken challenge that many entrepreneurs face – the distortion of one’s perception of money.

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