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The Scary Truth: Naming Godparents Does Not Create Legal Guardians

By Jason Breit / May 20, 2024

As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and often this planning includes the tradition of choosing godparents to guide and mentor your children if something…

Estate Planning: A Gift of Peace and Power for Every Mother

By Jason Breit / May 7, 2024

Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. It’s one of…

What Happens To Your Social Media Account When You Die?

By Jason Breit / April 30, 2024

When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to transforming accounts into places for mourning and memory. Understanding these…

Navigating the World of Cryptocurrency: A Guide for Parents and Teens

By Jason Breit / April 17, 2024

In an era where digital innovation shapes every aspect of our lives, it’s no surprise that our teenagers are drawn to the allure of cryptocurrency. This digital form of money represents a shift away from traditional financial systems. If you…

April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess

By Jason Breit / April 1, 2024

If you’ve been traveling around the sun for a while, you’ve no doubt heard of a Will, a document that says what happens to your money and belongings after you die. You may even have a Will, or know you…

Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

By Jason Breit / March 19, 2024

After the excitement of Valentine’s Day fades away and the last indulgence of chocolate is savored, it’s crucial to turn our attention to a topic that may not be as thrilling as the idea of everlasting love: the reality that…

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

By Jason Breit / February 5, 2024

If you’ve given any thought about estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer…

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

By Jason Breit / January 23, 2024

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is…

Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean for Your Life and Family

By Jason Breit / January 19, 2024

Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you aren’t, can often feel like navigating uncharted waters. You want to find an attorney…

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

By Jason Breit / December 21, 2023

In December 2022, Congress passed the SECURE 2.0 Act, bringing significant changes to the world of retirement savings and student loans. Two key parts of the Secure 2.0 Act are set to take effect in 2024, and they could substantially…