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Estate Planning For A Child With Special Needs: What Parents Need To Know

Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial that you are aware of the unique considerations that go into planning for a child who may be dependent on you at some level for their lifetime. If your child has special needs, you must […]

Estate Planning For A Child With Special Needs: What Parents Need To Know

Estate planning is an obvious concern for all parents, but if you have a child with special needs, it’s crucial that you are aware of the unique con…

3 Estate Planning Issues For LGBTQ+ Couples—Part 2

Whether you are married or not, if you are involved in a committed partnership with another individual, estate planning is about so much more than p…

3 Estate Planning Issues For LGBTQ+ Couples—Part 1

Whether you are married or in a committed partnership, estate planning is about much more than planning for death—it’s about planning for life. It’s…

Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 2 

Since the age of 16, when she burst onto the charts with her debut single, “…Hit Me Baby One More Time,” Britney Spears has been one of the world’…

Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 1 

Since the age of 16, when she burst onto the charts with her debut single, “…Hit Me Baby One More Time,” Britney Spears has been one of the world’…

Legal Gangsters: Netflix’s I Care a Lot Uncovers the Dark Side of Legal Guardianship – Part 2

The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real-life and not-at-all funny dangers of the legal (and s…

Legal Gangsters: Netflix’s I Care a Lot Uncovers the Dark Side of Legal Guardianship – Part 1

The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real-life and not-at-all funny dangers of the legal (and s…

Why You Should Create a Trust To Protect Your Business and Family

Although you can invest in many different types of insurance to protect your business from lawsuits and other liabilities, one of the greatest liabi…

Consider This Before You Create A Will Online

A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small part of an in…

Just Married? 6 Estate Planning Essentials for Newlyweds – Part 2

As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list. And yes, we i…

Just Married – 6 Estate Planning Essentials for Newlyweds – Part 1

As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list. And yes, we i…

Don’t Let Diminished Financial Capacity Put your Elder Loved Ones at Risk – Part 2

In the first part of this series, we discussed the early warning signs of diminished financial capacity in the elderly. Here, we’ll discuss planning…

Don’t Let Diminished Financial Capacity Put Your Elderly Loved Ones At Risk – Pt 1

With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dub…

Money Talk: How Much Will You Share With Your Kids (and When)? 

  At most family dinner tables, money is not a typical discussion, but we think it should be. Surprisingly, this is especially true when it …

6 Ways The American Rescue Plan Can Boost Your Family’s Finances – Part 2

Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 (ARP) is the largest direct-to-taxpayer stimulus leg…

6 Ways The American Rescue Plan Can Boost Your Family’s Finances – Part 1

Signed into law on March 11th, President Biden’s $1.9 trillion American Rescue Plan Act of 2021 (ARP) is the largest direct-to-taxpayer stimulus leg…

7 Ways To Save Big Money On Your 2020 Taxes—Part 2

2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when …

Things to Remember While Updating Your Estate Plan After You Move

Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have yo…

7 Ways To Save Big Money On Your 2020 Taxes—Part 1

2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when …

Why Estate Planning is a Women’s Issue

A group of wealth strategists at CIBC Private Wealth Management noticed that the women in attendance at educational seminars for client couples were o…

New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning

Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to dramatically in…

Does Your Estate Plan Protect Your Intellectual Property?

If you own a business, you almost certainly have intellectual property. However, because your intellectual property is intangible, it can be invisible…
How can you keep kids connected with grandparents during a pandemic.

5 Tips For Keeping Kids Connected With Grandparents During the Pandemic

While the quarantines, shutdowns, and social distancing measures related to the pandemic have been difficult for everyone, the elderly have been particu…

What You Should Know About Long-Term Care Insurance

With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities….

Moving To A New State? Remember to Update Your Estate Plan

Although you likely won’t need to have an entirely new estate plan prepared for you, upon relocating to another state, you should definitely have your e…

5 Steps For Adding Digital Assets To Your Estate Plan

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes…

4 Tips For Talking About Estate Planning With Your Family Over the Holidays

With COVID-19 still raging, your 2020 holiday season may not feature the big family get-togethers of years past, but you’ll still likely be visiting…

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 2

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating …

5 Questions To Ask Before Hiring An Estate Planning Lawyer—Part 1

Since you’ll be discussing topics like death, incapacity, and other frightening life events, hiring an estate planning lawyer may feel intimidating …

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 aft…

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 …

Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2

Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much t…

Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1

Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet, with so much t…

Black Panther Star Chadwick Boseman Dies Without A Will—Part 2

On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the…

Black Panther Star Chadwick Boseman Dies Without A Will—Part 1

On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the…

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 mig…

4 Reasons Why You Can’t Afford to Go Without An Estate Plan

October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you’ve been thinking about creating an estate plan, but still haven’t ch…

Start Planning Now to Prepare Your Estate for a Possible Democratic Sweep—Part 1

No matter who you are voting for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of lead…

What You Should Know Before Agreeing to Serve as Trustee

Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a major responsibility—and the …

6 Changes to Watch For In Your 2020 Taxes

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s…

Once Your Kids are 18, Make Sure They Sign These Documents

While estate planning is probably one of the last things your teenage kids are thinking about, given the dire threat coronavirus represents, when th…

Lost An Old 401(k)? Here Are 6 Tips For Finding It

The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times durin…

Supreme Court Case Could Impact LGBTQ Adoption, But Estate Planning Offers Alternate Options

A case on the Supreme Court’s docket for October could have a major impact on the parental rights of same-gender couples seeking to adopt or foster …

What the Netflix Series Tiger King Can Teach You About Asset Protection Planning-Part 3

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come …

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 2

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to c…

What the Netflix Series Tiger King Can Teach You About Estate Planning-Part 1

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to c…

3 Unique Ways to Handle the Guilt Inherent to Being a Parent

If you’re a parent, you may feel even more guilty than usual.  If so, you are definitely not alone. Currently, the burden is on you to both carry on wit…

Buyer Beware: The Hidden Dangers of DIY Estate Planning – Part 1

The sites let you complete and print out just about any kind of planning document you can think of—wills, trusts, healthcare directives, and/or power of…

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 2

Earlier this week, we shared the first part of this series on the dangers of do-it-yourself estate planning. Here, we’ll look at how online legal do…

4 Things Trusts Can Do That Wills Can’t

Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, t…

How Do Trusts Help You Save on Taxes?

Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you. There are t…

​COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 2

In the first part of this series Covid 19 Highlights – Part 1 , we discussed the vital importance of having updated advance directives in place in light…

COVID-19 Highlights Critical Need for Advance Healthcare Directives—Part 1

As the COVID-19 pandemic continues to ravage the country, doctors across the nation are joining lawyers in urging Americans to create the proper estate …
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