As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add estate planning for newlyweds to your to do…
Aretha Franklin’s Poor Estate Planning Still Haunts Her Family 3 years later—Part 2
Aretha Franklin could have saved her loved ones from her poor estate planning choices. First, people thought she died without any plan at all. But over the last three years,…
for the love of your family - consider this before you create a will online
For the love of family – 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 integrated…
Aretha Franklin’s Poor Estate Planning Continues To Haunt Her Family 3 years later—Part 1
Nearly three years have passed since Aretha Franklin, known as the “Queen of Soul,” died from pancreatic cancer at age 76. At the time, her total fortune was estimated to…
estate planning and divorce
Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2
Last week in part one, we discussed the first two changes you should make to your estate when getting a divorce -- updating your beneficiary designations and power of attorney…
Getting A Divorce ? 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 to deal with during the process, many…
6 Ways The American Rescue Plan Can Boost Your Family ’s Finances—Part 2
Last week in part one of this series, we outlined three of the American Rescue Plan's most important elements for your family 's finances. Here in part two, we’ll break…
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 is the largest direct-to-taxpayer stimulus legislation ever passed, and it came just in time…
7 Ways To Save Big Money On Your 2020 Taxes —Part 2
Last week in part one of this series, we highlighted the first three of seven ways you can save big money on your 2020 taxes. Here in part two, we’ll…
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 filing your income…