top of page

NEWS AND UPDATES

I swear to spill the tea. The whole tea. And nothing but the tea.

Search

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

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

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

Shannon Marino

Dec 11, 20234 min read

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

Have Unused 529 College Savings? Roll Them Into a Roth in 2024

Shannon Marino

Dec 4, 20235 min read

Own a Business? Do This By December 31st to Get a Year-Long Corporate Transparency Act Extension

Own a Business? Do This By December 31st to Get a Year-Long Corporate Transparency Act Extension

Own a Business? Do This By December 31st to Get a Year-Long Corporate Transparency Act Extension

Shannon Marino

Nov 27, 20235 min read

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

What You Must Know About Your Right to Your Spouse’s Retirement Benefits

Shannon Marino

Nov 21, 20235 min read

How to Talk Money With Your Family Over The Holidays

How to Talk Money With Your Family Over The Holidays

How to Talk Money With Your Family Over The Holidays

Shannon Marino

Nov 14, 20235 min read

Transition to Adulthood: What Happens Legally When My Child Turns 18?

Transition to Adulthood: What Happens Legally When My Child Turns 18?

Transition to Adulthood: What Happens Legally When My Child Turns 18?

Shannon Marino

Nov 7, 20235 min read

The Scary Truth: Naming Godparents Does Not Create Legal Guardians

The Scary Truth: Naming Godparents Does Not Create Legal Guardians

The Scary Truth: Naming Godparents Does Not Create Legal Guardians

Shannon Marino

Oct 30, 20235 min read

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 2

Shannon Marino

Oct 25, 20234 min read

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1

Year-End Tax Planning Starts Now: 8 Things To Do Now to Lower Your 2023 Taxes - Part 1

Shannon Marino

Oct 13, 20235 min read

Flu Season Fundamentals: How to Keep Seniors Safe This Fall

Flu Season Fundamentals: How to Keep Seniors Safe This Fall

Flu Season Fundamentals: How to Keep Seniors Safe This Fall

Shannon Marino

Oct 10, 20234 min read

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®

Shannon Marino

Oct 3, 20235 min read

From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2

From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2

From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 2

Shannon Marino

Sep 26, 20236 min read

From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1

From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1

From 'I Do' to 'What If': Estate Planning Must-Do's for Newlyweds - Part 1

Shannon Marino

Sep 19, 20237 min read

Got Intellectual Property? Include It In Your Estate Plan

Got Intellectual Property? Include It In Your Estate Plan

Got Intellectual Property? Include It In Your Estate Plan

Shannon Marino

Sep 12, 20235 min read

ESTATE PLANNING 101: WILLS VS. TRUSTS

ESTATE PLANNING 101: WILLS VS. TRUSTS

ESTATE PLANNING 101: WILLS VS. TRUSTS

Shannon Marino

Sep 5, 20236 min read

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

Shannon Marino

Aug 29, 20236 min read

Can You Rely on Legal Insurance for Your Estate Plan?

Can You Rely on Legal Insurance for Your Estate Plan?

Can You Rely on Legal Insurance for Your Estate Plan?

Shannon Marino

Aug 22, 20237 min read

Don’t Send Your Kids Back to School Without These Documents

Don’t Send Your Kids Back to School Without These Documents

Don’t Send Your Kids Back to School Without These Documents

Shannon Marino

Aug 15, 20235 min read

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 2

Shannon Marino

Aug 8, 20234 min read

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1

10 Life Events That Signal It’s Time to Review Your Estate Plan - Part 1

Shannon Marino

Aug 1, 20235 min read

Subscribe NOW to Receive Free Reports, Special Offers, and our Weekly Newsletter

bottom of page