When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?) it's easy to start dreaming about all the ways you can use it. Financial experts may tell you that it's a chance to pay off debts, tuck away savings for an emergency, or add to […] The post Why Estate Planning Is the Best Use of Your Tax Refund appeared first on Prime Estate Planning ..read more

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 are the parent of teens, understanding cryptocurrency is crucial so you can provide them with […] The post Navigating the World of Cryptocurrency: A Guide for Parents and Teens appeared first on Prime Estate Planning ..read more

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 should get one. And maybe you’ve heard of a Trust and wondered what it is […] The post April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess appeared first on Prime Estate Planning ..read more

Embarking on the entrepreneurial journey is akin to setting out on an uncharted adventure. It's filled with unknowns, challenges, and the occasional surprise twist. While physical fitness often gets the spotlight with its glossy gym selfies and trendy workout regimes, there's a quieter, more calculated player in the game of success: financial fitness. We aren’t […] The post Improve Your Financial Fitness and Grow Your Business With Confidence appeared first on Prime Estate Planning ..read more

Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when a “family” was defined as a mother, father and two children (or was it 2.5 children? Where does the .5 come from anyway?). In this article, we’ll focus on […] The post Parents, Step-Parents and Children Oh My! Blended Families + Death = A Potential Nightmare appeared first on Prime Estate Planning ..read more

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 all relationships come to an end one day. Before you stop reading, hear me out.Whether […] The post Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End appeared first on Prime Estate Planning ..read more

Today, we're diving into a topic that is absolutely crucial: estate planning for your parents. As they gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a top priority. Whether they raised you the way you want, or showed you how you want to do it differently, as your parents' age, […] The post 3 Estate Planning Documents Your Parents Need Right Now appeared first on Prime Estate Planning ..read more

Last week we explored 7 ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year:Make a Qualified Charitable Distribution (QCD)Front-load Your 401(k) ContributionsSet Up an IRA for a ChildMake Donations During Spring CleaningGive the Gift of Appreciated Stock SharesEstablish a 529 College PlanMake a Roth ConversionIf […] The post 14 Ways to Show Your Finances Some Love This Year – Part 2 appeared first on Prime Estate Planning ..read more

Ah, February – the month of love, where hearts flutter and chocolates abound (single people, stay with me here). But amidst the romantic whirlwind, there's a different kind of love that deserves our attention: the love we show ourselves and our family through thoughtful financial planning.Now I know what you’re thinking – that doesn’t sound […] The post 14 Ways to Show Your Finances Some Love This Year – Part 1 appeared first on Prime Estate Planning ..read more

As parents, we're hardwired to prioritize our children's well-being above all else. We work tirelessly to provide for them, nurture them, and ensure they have every opportunity to thrive. Yet, amidst the hustle and bustle of daily life, it's easy to overlook a crucial aspect of their future: what happens to them if we're no […] The post Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This appeared first on Prime Estate Planning ..read more