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mix cassette tape: Millennial Planning Essential Steps For A Comprehensive Estate Plan

Millennial Planning: Essential Steps For A COMPREHENSIVE ESTATE PLAN

Posted on: July 8, 2024
As a millennial, you are contributing to the workforce in a significant way and are making positive changes in the world around you. We understand that your concerns may differ from those of a different generation, and we are here to help you craft an estate planning process that protects your future and addresses the […]
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freedom written in sandy beach: Value Freedom Here’s Why an Estate Plan Is Your Declaration of Independence

Value Freedom? Here’s Why an Estate Plan Is Your Declaration of Independence

Posted on: July 4, 2024
As you celebrate the Fourth of July and all it represents - freedom, independence, and the pursuit of happiness -, take pride in the ultimate American liberty: the right to decide your affairs, even after death or in the event of incapacity. An estate plan, specifically a Life & Legacy Plan, is the way to […]
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man proud of running on beach: The Surprising Connection Between Men’s Health and Estate Planning

The Surprising Connection Between Men’s Health and Estate Planning

Posted on: July 1, 2024
June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. So, let’s turn the focus to you, gentlemen. You already know that taking care of your health allows you to prolong your life and enhance […]
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Taco shop: Replacing Yourself The Key to Business Success

Replacing Yourself: The Key to Business Success

Posted on: June 27, 2024
You started your business as a labor of love, nurturing it through those challenging early years with grit and personal sacrifice. Over time, that seedling grew into a thriving enterprise through your sheer force of will and hands-on leadership. In the midst of this journey, how could you possibly contemplate the notion that replacing yourself might […]
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Bird learning to fly: Navigating Your Child’s Transition Into Adulthood

They’re Not Kids Anymore! Navigating Your Child’s Transition Into Adulthood

Posted on: June 24, 2024
When your child turns 18, they’re legally considered an adult even though they have much more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child, and you want to support them […]
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home office: Home Office Tax Deductions for Home-Based Businesses

Home Office Tax Deductions for Home-Based Businesses

Posted on: June 20, 2024
The rise of home-based businesses represents a fundamental shift in how Americans work. Home businesses offer their owners a convenient and flexible way to earn income without commuting to a traditional office. They may also qualify for tax breaks through home office deductions. Self-employed individuals who pay their own Social Security and Medicare taxes under […]
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Zen garden: What Is Next for Your Estate Plan

What Is Next for Your Estate Plan?

Posted on: June 17, 2024
Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate plan, we look at what is going on in your life at that time. But because life is full of changes, it is essential to make sure your plan […]
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Luxury car displayed in a home: What You Can Learn from the Leno Conservatorship Proceedings

What You Can Learn from the Leno Conservatorship Proceedings

Posted on: June 13, 2024
When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if they were alive but unable to manage their own affairs (in other words, if they are alive but incapacitated). In many cases, failing to plan […]
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Car wreck and ambulance: Wrongful Death and Probate

Wrongful Death and Probate

Posted on: June 10, 2024
Wrongful death lawsuits and probate proceedings are both civil legal matters that occur after somebody has died. When another individual or entity causes the death of a loved one, it can lead to the filing of a wrongful death lawsuit and, ultimately, the awarding of compensation to surviving family members. Probate is a court proceeding […]
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