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What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

by | Jan 9, 2024 | Articles, Asset Protection, Estate Planning, Family, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Retirement, Trusts, Wills

Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are...
Your Most Important New Year’s Resolution: A Kids Protection Plan

Your Most Important New Year’s Resolution: A Kids Protection Plan

by | Jan 8, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Uncategorized, Wills

As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan ®. Even if you have already named legal guardians for your children (or...
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

by | Oct 13, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Incapacity, Income Tax, Kids Protection Planning, Non - US Citizen, Non-Probate Asset, Probate, Probate Litigation, Real Property / Real Estate, Trusts, Uncategorized, Wills

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

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

by | Sep 22, 2023 | Articles, Asset Protection, Business Succession, Business/ Corporate Law, Celebrity Estates, Estate Planning, Estate Tax, Family, Financial, Guardianship, Incapacity, Income Tax, Intellectual Property, Kids Protection Planning, Probate, Probate Litigation, Real Property / Real Estate, Special Needs Planning, Trusts, Uncategorized, Wills

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 as updating your address if your marriage includes a move, changing your tax filing status with your employer, and adding your new...