Posts

student aid

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions or distributions from a grandparent’s 529 college savings plan were subject to FAFSA reporting, potentially…

OIP (1)

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2

Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis ,  the link to PART 1 BLOG click here: What Caregivers Need to know about estate planning for loved one with dementia pt 1.docx and what this means for their ability to protect their wishes through an estate…

dementia

What Caregivers need to know about estate planning for a loved one with dementia- Pt. 1

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 providing them with the best possible care. In this blog, we’ll explore…

hiring a lawyer

Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you aren’t, can often feel like navigating uncharted waters. You want to find an attorney you like who will understand your family’s needs, but you also have to consider the…

partnership agreement

How to Draft a Partnership Agreement So You Don’t Ruin Your Life

Partnership can be a rewarding and efficient business model if set up the right way. If your partnership is not set up in the right way, it can disrupt your life for months, years, or more.  The key to a successful partnership is getting the support to craft a robust partnership agreement from day one.  …

Grief

Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowing how to manage your own grief and how to be there for others who are grieving is an important skill that can improve…

trademark your business name

How to Trademark Your Business Name and Protect Your Brand

Your company’s name is more than just a label; it’s a valuable asset that not only represents your brand but represents the legacy of your work in the world as well. It tells your clients, customers, and community who you are and what your business stands for. Protecting your business name through trademark registration can…

Do this by December 21

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

Beginning January 1, 2024, the Corporate Transparency Act (CTA) will require businesses to file an annual report about their owners and major decision-makers. If you plan to create a new company, your reporting deadline under the CTA could be as soon as 30 days after the date of its creation. The good news is there’s…

Discussing money with family over holidays

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 and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, and creating a plan for your whole family’s wealth – now and in the future…