My Blog

Oct 204 min read

Prevent Family Feuds Over Personal Belongings with the Right Plan

Your personal belongings aren’t just "things"; they’re a part of your story, tied to moments, experiences, and connections with your loved o

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Oct 134 min read

Navigating End-of-Life Decisions: Ensuring Your Wishes Are Respected

Let’s face it: end-of-life decisions are tough, and they often come sooner than we expect. In a society that’s aging faster than we...

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Aug 192 min read

Winning an Olympic Medal? Don't Forget the IRS!

Bringing home a medal means bringing the IRS a win.

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Mar 134 min read

Unused College Savings 529 Accounts Can Now Be Rolled Into a Roth IRA.

Another positive impact of the SECURE 2.0 Act. In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the...

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Mar 52 min read

New Legislation Helps with Student Loans and Retirement Savings

When paying off student loans is hard to even consider saving for your retirement. Think again!

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Feb 272 min read

Foreign Real Property Assets: Challenges and Solutions

Owning real property outside the United States has it's challenges and rewards. Discovery how a US trust and other legal entities can help.

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Jan 143 min read

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever. Read more…

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Jul 21, 20235 min read

Aretha Franklin's Couch Handwritten Will

Aretha Franklin is the perfect example of why having an attorney can keep your family out of court and out of conflict. The "I can do...

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