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Blog Posts in 2024

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  • Your Legal Rights and Responsibilities When You Turn 18
    Your Legal Rights and Responsibilities When You Turn 18

    Congratulations! You are now legally an adult. Although you may not feel any different, from a legal standpoint, a great deal has changed. When you were a minor (under age 18), your parents were your ...

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  • It's Time to Review Your Beneficiary Designations!
    It's Time to Review Your Beneficiary Designations!

    You regularly check the balances of your retirement, bank, and investment accounts. But when was the last time you checked the beneficiary designations on these accounts (and really, all the other ...

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  • The Benefits and Creative Uses of a Third-Party Special Needs Trust
    The Benefits and Creative Uses of a Third-Party Special Needs Trust

    Enriching Life with a Third-Party Special Needs Trust A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for ...

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  • Estate Planning Tips for Parents of Only Children
    Estate Planning Tips for Parents of Only Children

    Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show that only children, on average, develop social skills similar to those of children with siblings. ...

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  • Your Social Security Benefits for 2025: COLA Update
    Your Social Security Benefits for 2025: COLA Update

    The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025. These newly issued numbers will have an impact on monthly Social Security ...

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  • How to Apply for Social Security Retirement Benefits
    How to Apply for Social Security Retirement Benefits

    The Social Security Administration (SSA) advises you to apply for retirement benefits three months before you want your benefits to begin. Even if you have no plans to receive retirement benefits, you ...

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