Estate Planning

A thoughtful estate plan gives your family clarity. It answers who will inherit, who will care for children, and who will step in when needed.

Who Are Your Beneficiaries?

Who are your beneficiaries? When was the last time you updated your beneficiary designations? If you’re like most Americans, it’s probably been a really long time! I recently updated my own estate plan. As part

What Happens to Social Media Accounts after a User’s Death?

I know someone who uses Facebook as somewhat of a digital diary. She regularly shares photos and stories that document her daily life, major life events, and milestones. Her feed is a historical record of her life.

Estate Planning in Blended Families

According to a Pew Research Study, more than 4 in 10 Americans are part of a blended family.  And while 7 in 10 are satisfied with their step-family relationships, the study revealed that people typically feel

Estate Planning for Pets

This is my dog, Jilly. She’s a 15-pound mutt my family adopted 11 years ago. When we adopted her, we suspected she was a terrier mix, but she’s not. Several months ago, a DNA test

Will a Gift I Make To My Married Child Be Community Property?

A very generous father wanted to buy a house for his married son. But he had a concern. He didn’t want the house to become community property. He wondered if there was a way to

How to Avoid Being a Victim of Fraud

My mother received a phone call from someone claiming to be an Apple representative. The caller claimed that Apple had detected a breach in my mother’s iCloud account. She asked that my mother provide some

Should I Name my Minor Children as Beneficiaries of my Insurance Policy?

If you’re like most parents, your beneficiary designation on your life insurance probably lists your minor children as the secondary beneficiaries of your life insurance policy, behind your spouse in the following way: Primary Beneficiary:

Consent for Treatment of Minors by Non-Parent

My youngest son is 16 years old now. Last summer, as Covid forced lockdowns, he and half a dozen of his friends planned a beach trip to celebrate the end of the pandemic. A friend’s

Tips for Preventing Elder Fraud

A neighbor was at home with her young children when someone claiming to be an IRS agent called her. He told her that she owed back taxes and demanded that she pay immediately over the

Storing the Keys to Your Online Financial Lives

If you’re like many Americans, you pay most of your bills online. It’s so much easier. There are no checks to write, and no stamps to buy. With the click of a mouse, you’re all

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From simple wills to complex trust plans, clients consistently note Rania’s responsiveness, clarity, and care throughout the process.