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

By Jason Breit / October 2, 2023

As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet, take this as the sign…

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

By Jason Breit / September 25, 2023

Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address if your marriage includes a move, changing your tax filing status…

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

By Jason Breit / September 15, 2023

With all the joy and happiness, a new marriage brings, planning for your potential incapacity and future death may feel out of place, but creating your estate plan as part of your post-nuptial to-do list is the greatest gift you can give your new spouse.

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

By Jason Breit / July 31, 2023

You might think that estate planning is something you can complete one time and then check off your to-do list for good. But the reality is that in order for your estate plan to work for you no matter how…

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

By Jason Breit / July 24, 2023

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after. It seems to be how most lawyers structure their services, so it wouldn’t be surprising…

Passing the Torch: How to Inspire Your Kids to Take Over the Family Business

By Jason Breit / June 26, 2023

The dream of passing on your business to your children and witnessing the legacy you’ve built continue to flourish is a powerful one. However, inspiring your children to embrace the idea of taking over the family business can present its…

4 Ways to Use AI to Make Life Easier for You and Your Family

By Jason Breit / June 12, 2023

Whether you’re turning on the news or scrolling through Instagram, it’s hard not to hear about AI technology, so this week I wanted to take some time to cover what the buzz is about and how you can use this…

Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice

By Jason Breit / June 5, 2023

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom…

Why “Just a Will” Is Never Enough

By Jason Breit / May 29, 2023

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate- just a Will. Indeed, Wills have…

6 Common Mistakes Most Parents (and Their Lawyers!) Make When Naming Guardians

By Jason Breit / March 1, 2023

 If you’ve made one of these 6 common mistakes, not to worry; we have solutions!