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Start the Year Right: Why January is Prime Time for Estate Plan Reviews

Welcome to our first newsletter of the year! As we embrace the fresh start that January brings, it’s the perfect …

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student …

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can …

UNCONDITIONAL LOVE DOESN’T HAVE TO MEAN UNCONDITIONAL INHERITANCE

Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough road for them. …

WHEN IT COMES TO INHERITANCE, TREATING CHILDREN EQUALLY NOT ALWAYS THE BEST PLAN

While most parents have the inclination to treat all their children equally when it comes to an inheritance, Personal Family …

WHAT TO DO WHEN YOU INHERIT A RETIREMENT ACCOUNT

As a Personal Family Lawyer, I am often asked to help people who inherit a retirement account. The action you …

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