Nov 11

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 1

By Marjorie Desmond

Do a Google search for “online estate planning documents,” and you’ll find dozens of different websites. From Legal Zoom® and Willing.com to Rocket Lawyer® and Willandtrust.com, these do-it-yourself (DIY) planning services might seem like an enticing bargain.The sites let you complete and print out just about any kind of planning document you can think of—wills, […]

Read Now >>>
Nov 04

4 Year-End Tax-Saving Strategies for 2019

By Marjorie Desmond

As we head towards the end of the year, we’re fast approaching the deadline to implement your family’s tax strategies for 2019. The Tax Cut and Jobs Act (TCJA) completely overhauled the tax code, and if you’ve yet to take full advantage of the benefits offered by the new tax law, now is the time […]

Read Now >>>
Oct 14

Understanding Your Life Insurance Settlement Options

By Marjorie Desmond

Following the death of the policy holder, the way in which proceeds from a life insurance policy are paid to the beneficiary (or beneficiaries) is known as the settlement option. And you might be surprised to learn that there are a variety of settlement options available besides the most common method—a lump-sum payout. Depending on the […]

Read Now >>>
Sep 30

Is Platonic or Co-Parenting Right For You?

By Marjorie Desmond

With societal attitudes about love, marriage, and parenting constantly evolving, our perception of what constitutes “family” is becoming more and more flexible. As family structures become more varied, we’re learning that when it comes to raising children, the marital status, gender, and even relationship status of the parents matters less and less. What children need most […]

Read Now >>>
Sep 02

3 Estate Planning Concerns For Married, Same-Gender Couples

By Marjorie Desmond

Now that same-gender couples can legally marry in all 50 states, more Americans than ever before are enjoying the rights and benefits that come with marriage. Estate planning, in particular, is one arena where these new rights and benefits are readily apparent.With marriage equality, same-gender couples no longer have to pay exorbitant amounts of money […]

Read Now >>>
Aug 19

How Will The Coming Wealth Transfer Affect Your Family?

By Marjorie Desmond

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact, it’s said to be the largest transfer of intergenerational wealth in history.Because no one knows […]

Read Now >>>