Same-Gender Couples Still Face Legal Challenges Over Parental Rights—But Protections Via Estate Planning (Outside of Adoption) Are Available

In 2015, when the Supreme Court ruled that same-gender couples had the right to marry, the LGBTQ community celebrated a huge victory. With the issue of marriage settled, it looked as if same-gender couples were finally going to have equal standing with heterosexual couples in the eyes of the law. But while same-gender couples now have nearly all of the same matrimonial rights as heterosexual couples, there is one Read More

How Will the New Tax Law Affect Your Family?

President Trump signed the new Tax Cuts and Jobs Act bill into law on December 22, 2017, and the law includes a number of historic changes to the federal tax code. However, the vast majority of the most dramatic changes are aimed at business taxation, not individual taxpayers. That said, there are several fairly significant changes to personal income tax laws, which we’ve highlighted below. But keep in mind, unlike Read More

Giving thanks, facing death, and other ways to increase happiness during life

Bhutan is an independent state in Southeast Asia, bordered by China to the north and India to the south.  Nestled in the Himalayas, Bhutan is the last remaining Buddhist state in the world. But one of the most unique aspects of Bhutanese government is the country’s use of the Gross National Happiness (GNH) Index to measure the society’s level of happiness. The country reports 91.2% of Bhutanese are narrowly, Read More

Frequently Asked Estate Planning Questions- National Estate Planning Awareness Week 2017

I hope you've enjoyed National Estate Planning Awareness Week as much as we have! It's our mission to ensure that every child in the Commonwealth is protected -no matter what- and we appreciate you, area parents, for partnering with us in this mission, as you make educated, loving choices regarding estate planning for your family. To wrap up the week, I'd like to take a moment to summarize everything we've covered Read More

Leave A Legacy: National Estate Planning Awareness Week

In addition to drafting legal documents for all of our clients, to make sure that their assets are taken care of and their families are fully protected, we also understand at the firm that there are certain aspects that really make you, "you," which are not able to be preserved through traditional estate planning methods. That's why we conduct what we call our Legacy Interview. A Legacy Interview is something we Read More

Divorce? Here’s What You Should Know About How it May Affect Your Trust

Getting divorced? As a parent, a divorce is most definitely an important time to review your estate plan. Trusts vary in their structure, funding, and terms, so if you have one, it’s hard to know how divorce will impact your trust without review. It’s safe to say, without question, your trust (and really your entire estate plan) should be reviewed and likely, revised, during your divorce to prevent unforeseen Read More

Growing Family? Time to Audit Your Insurance Policies

If you have a growing family, there is lots to prepare for and consider. Welcoming a new family member can be a joyous occasion, and requires some planning. Adding a new family member can affect your finances and create a need for more protections. Reassessing your insurance coverage might not be at the top of your list, but policies should always be audited when changes in your family life occur to ensure your Read More

Building a Strong Blended Family Through Legal Planning

Yours, mine and ours … in today’s modern family, it’s more common than not! The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may go on to have children together. If you have or are part of a blended family, it’s important to understand how estate planning could be exactly what you need to keep your family out Read More

Financial, Legal Planning for Unmarried Couples: Should You Legally Marry or Not?

While the Supreme Court issued a landmark decision to legalize same-sex marriage in the U.S. making it possible for people of all sexual orientations to marry, many modern couples (of all genders and sexual orientation) still choose not to marry. If you and your partner are deciding whether or not to legally get married, be sure to consider these important factors: Legal Protections If you are partnered and Read More

Avoid Bursting your Budget; Steps to Take When you Have Children at Different phases of Their Life

by guest blogger Lora Fickett, Financial Stress Reduction®Coach, of Fickett Financial Coaching The glorious day has come, you are now a parent and you didn’t realize how much love you were capable of until you laid eyes on your little bundle of joy. Along with having a child is not only the task of raising them to be responsible adults, but also the act of supporting them financially. A recent survey in 2017 stated Read More