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What “One Big, Beautiful Bill” Could Mean for You
Big tax changes may be coming in 2025 with the 'One Big, Beautiful Bill.' From bigger child tax credits to new business deductions, here’s what you need to know — in plain, easy-to-understand language — to get ahead and save money.
Sabine Franco
2 days ago3 min read
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10 Steps to Plan for Retirement After 50 -Estate & Legacy Tips
Learn how to plan for retirement after 50 with these 10 essential steps. From estate planning to long-term care, protect your future and build a lasting legacy with confidence.
Sabine Franco
Jun 94 min read
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Memorial Day and the Power of Estate Planning
Memorial Day estate planning is more than just organizing your finances—it’s about preserving your story, protecting your loved ones, and honoring the values that shaped your life. This holiday, take a moment to reflect on what truly matters and how you can leave behind a legacy with purpose and clarity.
Sabine Franco
May 273 min read
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What Legal Documents Does My 18-Year-Old Need?
What Legal Documents Does My 18-Year-Old Need?
When your child turns 18, you lose automatic access to their medical and financial information—even in an emergency. In this post, we break down the essential legal documents every young adult should have, from HIPAA forms to powers of attorney, so you can stay prepared and support them as they step into adulthood.
Sabine Franco
Apr 283 min read
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Revocable vs. Irrevocable Trust: What’s Best for Your Legacy?
The type of trust you choose can make all the difference in how your family accesses your assets, avoids court, and protects your legacy.
Sabine Franco
Apr 92 min read
20 views
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3 Ways You Can Benefit From Incorporating Charitable Donations In Your Legacy Plan
You are probably already aware of the tax benefits from donating to charity during your lifetime—donations to charity are tax-deductible....
Sabine Franco
Jun 15, 20226 min read
72 views
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How does administration of a will work?
This is a great question because many people are unaware of how the process actually works, and it’s not as simple as you may think. So,...
Sabine Franco
Jun 15, 20222 min read
50 views
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Planning Your Legacy 101: Wills vs. Trusts
When it comes to legacy planning, wills and trusts are two of the most commonly used legacy planning tools, and are usually the...
Sabine Franco
Jun 15, 20226 min read
185 views
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Can I leave my 401(k) to my minor children when I die?
Although you are technically allowed to name a minor child as the beneficiary of your 401(k), IRA, or other employment-sponsored...
Sabine Franco
Jun 15, 20222 min read
2,797 views
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Should I leave money for my child with special needs in my will?
This may seem like the right thing to do, but the answer is actually no, and let me explain why—when planning for a loved one with...
Sabine Franco
Jun 15, 20222 min read
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Consider This Before You Create A Will Online
A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small...
Sabine Franco
Jun 15, 20223 min read
50 views
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Preventing Family Conflict And Disputes Over Your Legacy Plan
It's hard to foresee how your loved ones will act when you die or become incapacitated, no matter how well you believe you know them....
Sabine Franco
Jun 15, 20227 min read
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Why You Need a Trust - Even if You Aren't Rich
Do images of elegant homes and yachts come to mind when you hear the words "trust fund"? A trust fund - or trust - is an useful estate...
Sabine Franco
Jun 15, 20223 min read
15 views
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Just Married? 6 Estate Planning Essentials for Newlyweds—Part 2
As we head into peak wedding season, if you are a newlywed or are about to tie the knot, you should be adding “estate planning” to your...
Sabine Franco
Jun 15, 20226 min read
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JUST MARRIED? 6 Estate Planning Essentials for Newlyweds Part 1
Just Married? 6 Estate Planning Essentials for Newlyweds—Part 1 As we head into peak wedding season, if you are a newlywed or are about...
Sabine Franco
Jun 15, 20226 min read
14 views
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