Thank you to our friend Mike Muirhead of Financial Partners for sharing this article with us: 8 Things Financial Advisors Wish You Realized About Retirement  

“Besides new exercise regimes and attempts at savings accounts, from a legal perspective, the new year is the perfect impetus for tackling life’s perennial to-do list. From an estate planning perspective, here is a punch list that every adult should look to achieve in the new year.” – Cori A.…

“We live in a death-denying society, and our loved ones often find it “morbid” or “disturbing” to talk about it. The reality is that talking about your inevitable death and the funeral arrangements that will follow is terrifying for everyone. It’s not a conversation about sunshine and puppy dogs. It’s…

Frequently asked question: at what age do you need an Estate Plan? In short, once you’re 18 there are some legal documents you’ll want to have in place. Here are some guidelines and considerations for every age: Guide to Estate Planning By Age

“The news has been filled with devastating events this year – unimaginable wildfires, hurricanes and devastating flooding – and the resulting losses are heartbreaking. It is hard to comprehend how someone loses everything in an instant, but it could happen to anyone at any time. Everyone should have a plan…

“During the holidays, it can be hard to find the time (or desire) to review your finances and estate plan. To help with that effort, here is a short list of things that you can easily accomplish before the ball drops on New Years’ Eve.” – Lisa P. Staron A…

Blended families have some additional factors to consider in their Estate Planning: Seven Estate Planning Considerations for Blended Families

“Selecting the right guardian to care for minor children is one of the most significant planning decisions you can make, as it may set the course for the rest of several people’s lives. It is of the utmost importance to choose a guardian with whom you and your kids are…

We can’t say it enough: communication is key! Schedule an annual (at least!) appointment with your spouse to go over things and ensure everything is in order in the event of death. This article is a great checklist! 10 Tips to Help Protect Your Spouse

If you have an online business or side hustle, it’s essential that you take steps to protect your intellectual property. Logos, written material, and inventions need protection. Here are some steps you can take: Trademark Your Logo While not a legal requirement, trademarking your logo for your small business is…