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Category Archives: Estate Planning & Administration

New Year, New Decade, New Estate Plan

You may think that your estate plan is something you already checked off your to-do list years ago.

But the truth is that it’s not realistic to think that something you drafted years or even months ago still works for your current situation. To illustrate just how much can change since you last looked over your...
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529 Plans – What You Need to Know

If you have kids, you probably anticipate that they will pursue some sort of post-secondary education such as college or trade school or certification.

You have probably also thought about saving to help them pay for their education, but do you have any idea how much you might need to do this?   According to U.S. News and...
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National Adoption Month: Important Legal and Estate Considerations for Your Growing Family

November is National Adoption Month, which aims to raise awareness about adoption and children who need permanent, loving homes.

Thousands of children are adopted each year in the U.S., bringing joy to them and their adoptive families. If you are in the process of adopting or have recently adopted a child, now is a great time...
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Three Legal Things to Do After a Scary Diagnosis

A negative health diagnosis can be emotionally and logistically challenging for many reasons.

You may be worried about how you’ll take care of your family if you’re physically incapacitated. There are lots of things to consider with your doctors and medical professionals, but you may also want to consider these three legal tips to ensure your...
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