Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improve your life and relationships. As …

Probate: What It Is & How To Avoid It – Part 2

Unless you’ve created an estate plan that works to keep your family out of court when you die (or become incapacitated), many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping your …

Probate: What It Is & How To Avoid It – Part 1

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of this, avoiding probate—and keeping your family out of court—is a …

Teenagers enjoying the sun

Legal Aspects of Turning 18 – A Guide for Parents

The journey from adolescence, through the throes of puberty and high school, culminates in a significant legal milestone: the 18th birthday. This age signifies a child’s legal transition to adulthood, introducing new rights and responsibilities. Legally, this transition has profound implications that parents need to understand. When a person turns 18, they are recognized as a legal adult, gaining various …

family celebrating christmas

Initiating Financial Discussions with Family During the Holiday Season

The approaching holiday season presents a prime opportunity for family gatherings, offering a unique chance to discuss important topics such as financial inheritance, end-of-life preferences, estate planning, and the collective management of family wealth now and in the future. Having all family members in one place provides the perfect setting for these conversations. However, initiating discussions about asset management post-death …

Secure act 2.0

SECURE 2.0 Act How It Affects You and Your Retirement Account Beneficiaries

SECURE 2.0 Act  How It Affects You and Your Retirement Account Beneficiaries On December 29, 2022, President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0 Act). The previous SECURE Act in 2020 made several changes to retirement planning: Eligble Designated Beneficiaries Exempt from the 10-Year Rule The SECURE Act provided a few exceptions to …

intellectual property word map

Got Intellectual Property? Include It in Your Estate Plan

Got Intellectual Property? Include It in Your Estate Plan To own intellectual property, you don’t have to be a famous producer or household name. You almost certainly have intellectual property if you create music, own a business, write stories, or build gadgets in your garage. However, because intellectual property is intangible, it’s often overlooked in estate planning. And if you …