Category Archives for "Estate Planning"

Nov 23

6 Things You Should NOT Include In Your Will

By Marjorie Desmond

A will is one of the most basic estate planning tools. While relying solely on a will is rarely a suitable option for most people, just about every estate plan includes this key document in one form or another. A will is used to designate how you want your assets distributed to your surviving loved ones […]

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Nov 02

Will Your Estate Plan Actually Work When Your Family Needs It?

By Marjorie Desmond

November 6, 2020 is “National Love Your Lawyer Day,” which started in 2001 as a way to celebrate lawyers for their positive contributions and encourage the public to view lawyers in a more favorable light. As your Personal Family Lawyer®, we’re dedicated to improving the public’s perception of lawyers by offering family-centered legal services specifically […]

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Sep 28

6 Changes to Watch For In Your 2020 Taxes

By Marjorie Desmond

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year.In addition to annual updates for inflation, the Coronavirus Aid, […]

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Sep 14

Lost An Old 401(k)? Here Are 6 Tips For Finding It

By Marjorie Desmond

The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since people change jobs […]

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