In a recent blog post, we discussed why young adults should consider an estate plan before heading off to college. Among the essential tools we highlighted are a HIPAA authorization and a medical power of attorney. While no one likes to think about medical emergencies, being prepared provides young adults and their families with reassurance…
December’s newsletter invites you to celebrate the holidays with an estate plan. Much like the festive season calls for lists and preparation, creating an estate plan ensures your legacy is ready for the future. From navigating caregiving roles to starting the new year with intention, we’re here to help you give the gift of peace…
If your child (or grandchild) is heading to college next year, you have every reason to feel overwhelmingly proud! You may also occasionally feel a natural pang of worry. You want your child to be as protected as can be, and one step that often goes overlooked is estate planning for college students. Estate planning…
On December 3, 2024, the United States District Court issued a preliminary decision in Texas Top Cop Shop, Inc. v. Garland, temporarily halting the enforcement of the Corporate Transparency Act (CTA), a federal law requiring businesses to disclose detailed ownership information to the government. Why Businesses Challenged the CTA The Corporate Transparency Act aimed to…
More and more parents are opting to have just one child, which raises important considerations when it comes to estate planning. If you’re the parent of an only child, your estate plan may look a bit different than those of families with multiple children. Therefore, we’d like to bring you some key insights on estate…
By Kianna C. Parviz, Esq. With advances in technology over the last few decades, many of us have acquired significant digital assets, so it is important to consider how you want such assets handled upon death. Digital assets can include cryptocurrencies, blog or website content, social media content, pictures and document storage, music, etc. There…
November’s newsletter tackles fall estate planning with a fresh, football-inspired perspective. Just as each game needs a solid playbook, your family’s assets require a game plan. Without a doubt, we’re here to help you take on estate planning challenges and secure your legacy, one strategic move at a time. What You Need to Know About…
When it comes to estate planning, you might hear the terms “guardian” and “trustee” tossed around. These roles are vital if you’re thinking about who will care for your child or manage their inheritance if you’re not around. Understanding these responsibilities can help you make the right decisions for your child’s future. A guardian steps…