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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 […]
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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, […]
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What You Must Know About Your Rights to Your Spouse’s Retirement Benefits
If you’re part of a blended family (meaning you are married with children from a […]
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How to Talk Money with Your Family Over the Holidays
The holidays are right around the corner, which means more time to gather with family […]
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Transition to Adulthood: What Happens Legally When My Child Turns 18?
Soon after the challenges of puberty and the excitement of high school, an even larger […]
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Your Rights As The Parent Of A Young Adult-What You need To Know When A Medical Crisis Hits
Your Rights As The Parent Of A Young Adult — What You Need To Know […]
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Your Pets are More Than Property
Estate planning is important for everyone. It becomes even more important when you have dependents; […]
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DIY Estate Planning: Yes or No?
HGTV has made “do it yourself” (DIY) projects very popular these days. You put in […]
