Estate Planning

How to Save for Retirement and Pay Off School Loans at the Same Time

Navigating your financial journey with the heavy burden of student loan debt on your back can feel overwhelming. You're faced with a critical decision: should you prioritize paying down those loans, or should you focus on the future, contributing to [...]

2024-02-22T16:10:24-07:00February 22, 2024|Estate Planning|

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 in December, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions [...]

2024-01-25T13:09:24-07:00January 25, 2024|Estate Planning|

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 and what this means for their ability to protect their wishes through an estate plan. We covered:  What it means to have mental [...]

2024-01-11T23:21:34-07:00January 11, 2024|Estate Planning|

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

2024-01-03T11:24:43-07:00January 3, 2024|Estate Planning|
Go to Top