Choosing between a will and a trust isn’t just a legal decision, it’s one that shapes how smoothly things go for the people you love. Learn what actually matters so your plan works in real life, not just on paper. Read more…

SECURE Act 2.0 shook up the retirement planning rules and if you haven’t adjusted, your loved ones could pay the price. Learn what changed, who it impacts, and why smart planning now makes all the difference later. Read more…

Retirement marks the beginning of an exciting new chapter in life, far beyond just the end of your working years. Thoughtful preparation and strategic planning are essential. During this Older Americans Awareness Month, discover five practical steps you can take now to ensure a comfortable and fulfilling retirement. Read more.

Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings strategies. By taking action now, you can significantly reduce your tax bill due in April, but with just a few weeks left in 2022, you better act fast.

While there are dozens of potential tax breaks you may qualify for, here are 4 of the leading moves you can make to save big on your 2022 tax return. However, there may be other opportunities for saving, so meet with us, your Personal Family Lawyer® to make certain you haven’t missed a single one.