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Our library for all things family, wealth and business planning
Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents
As an LGBTQIA+ non-biological parent, June's arrival sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing fight for full equality. One area where you may still face unique legal hurdles is in ensuring your parental rights are properly protected, if you are a non-biological parent. Read more…
big Brothers, birthdays, and the thing that unites us all
A personal message from our Client Services Director
Why Estate Planning Is the Best Use of Your Tax Refund
So you got a tax refund this year. Hooray! While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an even better way to put that refund to work for you: estate planning. Here’s why. Read more…
Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually comes to an end. Whether you have planned for that ending or not will have a real impact on you, your partner, and your assets. Read more…
one Year Later -Building a Legacy of Love Letters
An Open Letter from our Client Services Director
3 Business Tax Mistakes to Avoid This Tax Season
As a small business owner, there are extra pieces of your tax filing puzzle you need to watch out for to make sure you’re not only following the law but also getting the most tax savings for your business. Read more…
This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time
The SECURE 2.0 Act aims to make it easier for people to pay off student loans while also saving for retirement. Want to know if this applies to you? Read this week’s blog to find out.
Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This
Many assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets. However, the reality is far more complex and potentially unsettling.
Let's unpack why relying on assumptions alone could leave your children's future in uncertain hands.
Want to Show Your Partner How Much You Love Them? Put Them In Your Will
In this blog, we'll explore why adding your partner to your Will and estate plan isn’t just a romantic gesture but the ultimate act of love. Read now…
2 Conversations About Money and Death You Need to Have With Your Parents Right Now
In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly understand your family’s financial picture and your plan for the future. Read now…
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? Changes to the FAFSA rules now make it easier than ever.
Is It Time to Hire? How to Assess Your Hiring Readiness
Looking to hire help? Before you post a job listing online or dust off your interviewing skills, you’ll need to sit down and assess whether your business is in the position to hire a regular employee. Read more…
Allow Us to Reintroduce Ourselves
A New Name in Estate Planning - Memento Law, PLLC Coming 1/1/24!
