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Key Milestones For Planning Your Retirement
  • Post author:Sotera Anderson
  • Post published:June 27, 2022

Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress. While…

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  • 3 Reasons Why Single Folks With No Children Need An Estate Plan
    • Post author:Sotera Anderson
    • Post published:June 18, 2022

    3 Reasons Why Single Folks With No Children Need An Estate Plan

    These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt, multiple recessions, and the pandemic…

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  • 7 Last-Minute Moves To Save On Your Income Taxes for 2021
    • Post author:Sotera Anderson
    • Post published:March 28, 2022

    7 Last-Minute Moves To Save On Your Income Taxes for 2021

    Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill…

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  • What To Expect From Your Initial Meeting With Us Your Personal Legacy Lawyer
    • Post author:Sotera Anderson
    • Post published:March 3, 2022

    What To Expect From Your Initial Meeting With Us Your Personal Legacy Lawyer

    Whether you’ve met with an estate planning lawyer before or it’s your first time, it’s important to understand how working with us, a Life & Legacy Lawyer, is different from…

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  • With Tax Law s in Flux: What Should You Do Now? – Part 2
    • Post author:Sotera Anderson
    • Post published:October 8, 2021

    With Tax Law s in Flux: What Should You Do Now? – Part 2

    On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide array of changes to federal tax law s.…

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  • Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 2
    • Post author:Sotera Anderson
    • Post published:August 27, 2021

    Legendary Rapper DMX Dies With No Will, Millions in Debt, and 15 Children—Part 2

    Legendary hip hop artist DMX —born Earl Simmons—passed away on April 9 at age 50 after suffering a massive heart attack a week earlier at his home in White Plains,…

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  • Don’t Forget To Protect Your Furry Family: Estate Planning For Your Pets
    • Post author:Sotera Anderson
    • Post published:August 9, 2021

    Don’t Forget To Protect Your Furry Family: Estate Planning For Your Pets

    It’s sad but true that many pets end up in shelters after their owner dies or becomes incapacitated. In fact, the Humane Society estimates that between 100,000 to 500,000 pets…

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  • 3 Estate Planning Issues For LGBTQ + Couples—Part 1
    • Post author:Sotera Anderson
    • Post published:June 21, 2021

    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 the way to ensure your beloved…

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  • Aretha Franklin’s Poor Estate Planning Continues To Haunt Her Family 3 years later—Part 1
    • Post author:Sotera Anderson
    • Post published:May 4, 2021

    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…

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  • 7 Ways To Save Big Money On Your 2020 Taxes —Part 2
    • Post author:Sotera Anderson
    • Post published:March 30, 2021

    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…

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