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4 Year-End Tax-Saving Strategies For 2022

Posted by Jason Johnson | Dec 07, 2022 | 0 Comments

While there are dozens of potential tax breaks you may qualify for, here are 4 of the leading moves you can make to save big on your 2022 tax return. However, there may be other opportunities for saving, so meet with us, your Personal Family Lawyer® to make certain you haven’t missed a single one.

7 Issues To Consider When Purchasing Disability Insurance

Posted by Jason Johnson | Nov 22, 2022 | 0 Comments

If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance is your answer. However, you need to make sure you are getting an insurance policy that will meet your needs and not waste your money. This article covers 7 issues to consider when purchasing disability insurance.


Posted by Jason Johnson | Oct 26, 2022 | 0 Comments

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, here we're going to explain the tax implications associated with different types of trusts in order to clarify this issue. Of course, if you need further clarif...

What is a trust?

Posted by Jason Johnson | Sep 21, 2022 | 0 Comments

A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to benefit their children, their grandchildren, or even charities. It is easiest to understand if you think about three separate people being involved. One person, called the grantor, funds...

Protect Your Aging Loved Ones From Undue Influence

Posted by Jason Johnson | Sep 07, 2022 | 0 Comments

Following the death of a loved one, close family members are sometimes surprised to learn that they didn't receive the inheritance they were expecting and that the deceased instead left most of their estate to an individual they only recently met, who wasn't even a relative. While it's not always...

Preventing Family Conflict And Disputes Over Your Estate Plan

Posted by Jason Johnson | Jul 27, 2022 | 0 Comments

Family dynamics are extremely complicated and prone to conflict even during the best of times. But when tragedy strikes a member of the household, even minor tensions and disagreements can explode into bitter conflict. And when access to money (or even quite often, sentimental items of furniture or jewelry) is on the line, the potential for discord is exponentially increased. Ultimately, there is no greater cost to families than the cost of lost relationships after the death or incapacity of a loved one.

What You Need to Know About Collecting Life Insurance Proceeds

Posted by Jason Johnson | Jul 20, 2022 | 0 Comments

This blog outlines the typical procedure for claiming and collecting life insurance proceeds, along with discussing how beneficiaries can deal with common hiccups in the process. However, because all life insurance policies are different and some involve more complexities than others, contact our office if you need any support or guidance.

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

Posted by Jason Johnson | Jul 20, 2022 | 0 Comments

As anyone who has personally dealt with loss knows, when a loved one dies, those left behind face major challenges, not only emotional and logistical but financial as well. Empathy, a website dedicated to providing support for navigating grief and settling an estate, Empathy is designed to help bereaved families find balance during one of life's most challenging moments.

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

Posted by Jason Johnson | Jul 12, 2022 | 0 Comments

Whenever you merge two families into one, you are naturally going to encounter some challenges and conflict. To this end, blended families present a number of particularly challenging legal and financial issues from an estate planning perspective. Indeed, though all families should have an estate plan, planning is absolutely essential for those with blended families. 


Posted by Jason Johnson | Jul 05, 2022 | 0 Comments

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and safe manner possible when you die or in the event you become incapacitated by illness or injury. Here in part two, we will outline the key advantages of using a trust to pass your home to your loved ones compared to other estate planning strategies.

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147 Old Solomons Island Road, Suite 301
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