Category: Family Estate Planning
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s...
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It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it’s the perfect time to take a closer look...
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The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your elderly loved ones....
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As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already...
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Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address...
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Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a...
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You don’t have to be a famous producer or household name to own intellectual property. If you create music, own a business, write stories, or build gadgets in your...
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In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and cryptocurrency pickpocketing. In this week’s blog, I’m...
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August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red Cross reminding you to get your...
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Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target their victims, especially seniors. To protect your...
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