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3 Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

Adela T. Iturregui
Aug 16, 20225 min read


3 Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

Adela T. Iturregui
Aug 8, 20224 min read


5 Common Estate Planning Concerns For Your Second (or More) Marriage
With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...

Adela T. Iturregui
Jul 10, 20226 min read


What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...

Adela T. Iturregui
Jul 3, 20226 min read


If You’ve Been Asked To Serve As Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...

Adela T. Iturregui
Jun 12, 20223 min read


Why You Should Consider Putting Your LLC into a Trust
The limited liability company (LLC) is a popular business structure that offers liability protection and avoidance of double taxation....

Adela T. Iturregui
Jun 5, 20225 min read


How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...

Adela T. Iturregui
Jun 5, 20226 min read


Don't Let Your Kids Leave Home Without Signing These 3 Documents
As we head into summer, many parents will see their children graduate high school and prepare to leave home to attend college or pursue...

Adela T. Iturregui
May 29, 20224 min read


What Is a Business Succession Plan?
If you own a small business, developing your succession plan is a critical element of business planning. Many business owners fail to...

Adela T. Iturregui
May 29, 20223 min read


Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...

Adela T. Iturregui
May 23, 20228 min read


10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

Adela T. Iturregui
May 16, 20229 min read


3 Legitimate Reasons To Put Off Estate Planning—And How To Do Right By Those You Love
If you have yet to put in place an estate and succession plan for your business, you’re going to leave the people you love most—your...

Adela T. Iturregui
May 8, 20225 min read


10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

Adela T. Iturregui
May 8, 20227 min read


HOW LONG-TERM CARE PLANNING CAN PROTECT YOU FROM MEDICAID DIVORCE
Currently, it is estimated that 7 in 10 Americans will need some type of long-term care, with Medicaid expected to pay for two-thirds of...

Adela T. Iturregui
Apr 30, 20222 min read


3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

Adela T. Iturregui
Apr 25, 20226 min read


How to Navigate a Parent’s Dementia Diagnosis
Navigating Dementia without a proper legal plan can be challenging and exhausting.
Adela Iturregui
Apr 3, 20222 min read


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...

Adela T. Iturregui
Mar 27, 20228 min read


4 Risk-Management Strategies To Protect Your Business and Personal Assets
No matter what line of business you are in, the reality of being a successful business owner is that you open yourself up to a number of...

Adela T. Iturregui
Mar 27, 20225 min read


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...

Adela T. Iturregui
Mar 19, 20227 min read


Updating Your Estate Plan For Divorce: 5 Changes To Make
Even if the process is amicable, divorce can be one of life's most stressful events. With so many major changes taking place, it’s easy...

Adela T. Iturregui
Mar 12, 20226 min read





