by ruby | Mar 7, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Spring has officially sprung and that means it’s spring cleaning time. Shake out the rugs, clean out the cupboards, and get your legal and financial affairs in order. For plenty of folks, it’s easy to know what to do when it comes to home organization, but the idea of...
by ruby | Feb 15, 2024 | Estate Planning, Finance, Legacy, Tips, Trusts
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an estate plan. We covered: What it means to have mental capacity or be incapacitated How dementia...
by ruby | Feb 8, 2024 | Estate Planning, Finance, Legacy, Tips, Trusts
Caring for a loved one with dementia is a challenge that millions of families undertake each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are...
by ruby | Jan 25, 2024 | Estate Planning, Estate Taxes, Legacy, Retirement, Tips, Wills
Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost, do-it-yourself (DIY) and sometimes even free estate planning documents, such as wills, trusts, powers of attorney, and healthcare...
by ruby | Jan 5, 2024 | Estate Planning, Estate Taxes, Finance, Tips
Last week we looked at four different ways to lower your tax liability for 2024, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer...
