Jan 6, 2025 | Children, Estate Planning, Finances, Trust
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. This article will break down the essentials of how asset ownership influences aid eligibility, offer actionable strategies to increase...
Dec 22, 2024 | Estate Planning, Family, Finances
In this first installment of a two-part series, we’ll answer the most common questions about asset ownership and management. We’ll also outline ways in which you can make things as easy for your family after your death. So let’s dive in, beginning with a question...
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...
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...
May 28, 2024 | Estate Planning, Family, Finances
Online scams and cyber attacks are becoming more frequent, posing risks to not only everyday users but also to lawyers who manage clients’ sensitive information. But there’s no need to fear if you take measures to keep your data safe. If/when you’re working with a...
Apr 1, 2024 | Charity, Children, Estate Planning, Family, Finances
Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips: 1. Make a Qualified Charitable Distribution (QCD) 2. Front-load Your 401(k) Contributions 3. Set Up an IRA for a...
