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10 Steps to Take Now to Secure a Comfortable Retirement: Part 2

Jun 17, 2024 | Beneficiaries, Children, Estate Planning, Family, Finances

In the first part of this series, we explored essential steps including estate planning, preparing for long-term care, and passing on your legacy. As we continue with the second part of our series, we’ll delve into additional areas that are crucial for ensuring...

10 Steps to Take Now to Secure a Comfortable Retirement: Part 1

Jun 10, 2024 | Beneficiaries, Children, Estate Planning, Family, Finances

In this article, we’ll discuss the first 5 steps. Next week, we’ll continue with the remaining 5 steps. Step 1: Plan for the Transfer of Your Assets Effective estate planning ensures that your assets are distributed according to your wishes, potentially reduces estate...

Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents

Jun 3, 2024 | Blended Family, Children, Estate Planning, Family, Guardians

In this article, we’ll address some key actions to take so you’re empowered to advocate for your rights as an LGBTQIA+ non-biological parent. Establish Legal Parentage As a non-biological parent, your first priority is to ensure you’re recognized as the legal parent...

Navigating the World of Cryptocurrency: A Guide for Parents and Teens

May 13, 2024 | Children, Cryptocurrency, Estate Planning, Family

Cryptocurrency, also called “crypto,” is in essence virtual money that can be used to buy goods and services. It can also be traded for profit, much like stocks. However, unlike the dollars in your wallet, crypto exists only in the digital world. The crypto universe...

How DIY Wills and Trusts Offer a False Sense of Security…and May Leave Your Family With an Expensive Mess

May 6, 2024 | Children, Estate Planning, Family, Trust, Wills

Trusts and wills, and other documents that all adults should have in place, like a health care directive and power of attorney, are legal documents with legal consequences. They contain lots of legal language. Even if you think you understand the words, you likely...

Parents, Step-Parents, And Children, Oh My! Blended Families + Death = A Potential Nightmare

Apr 29, 2024 | Blended Family, Children, Death, Estate Planning, Family

In this article, we’ll focus on one of the types of families that’s common in our modern culture: the blended family. The Unique Dynamics At Play in Blended Families A “blended family” comes into being when parents divorce and at least one remarries. While everyone...
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