Lisa McGraw, Esq. 5/6/24 Lisa McGraw, Esq. 5/6/24

How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess

Do-it-yourself Wills and Trusts are all over the internet, with promises of saving you money and protecting your loved ones after you’re gone. But don’t be fooled! They’re often way more trouble than they’re worth.

Lisa McGraw, Esq. 4/29/24 Lisa McGraw, Esq. 4/29/24

Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End

Whether it’s a breakup, divorce, or the death of a loved one, every relationship eventually comes to an end. Whether you have planned for that ending or not will have a real impact on you, your partner, and your assets.

Lisa McGraw, Esq. 4/22/24 Lisa McGraw, Esq. 4/22/24

Why Estate Planning Is the Best Use of Your Tax Refund

So you got a tax refund this year. Hooray! While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an even better way to put that refund to work for you: estate planning. Here’s why.

Lisa McGraw, Esq. 4/15/24 Lisa McGraw, Esq. 4/15/24

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

In this blog, we'll explore why adding your partner to your Will and estate plan isn’t just a romantic gesture but the ultimate act of love.

Read now…

Lisa McGraw, Esq. 4/8/24 Lisa McGraw, Esq. 4/8/24

14 Ways to Show Your Finances Some Love - Part 2

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. Read Part 2 of our series now for even more. Read more…

Lisa McGraw, Esq. 4/1/24 Lisa McGraw, Esq. 4/1/24

14 Ways to Show Your Finances Some Love - Part 1

Lisa McGraw, Esq. 3/25/24 Lisa McGraw, Esq. 3/25/24

This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time

The SECURE 2.0 Act aims to make it easier for people to pay off student loans while also saving for retirement. Want to know if this applies to you?

Read now…

Lisa McGraw, Esq. 3/18/24 Lisa McGraw, Esq. 3/18/24

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

In this week’s blog, we take the conversation about money and death to a deeper level with your parents and family to truly understand your family’s financial picture and your plan for the future.

Read now…

Lisa McGraw, Esq. 3/11/24 Lisa McGraw, Esq. 3/11/24

Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This

Many assume that in the event of their untimely passing, their children will automatically be cared for and inherit their assets. However, the reality is far more complex and potentially unsettling.

Let's unpack why relying on assumptions alone could leave your children's future in uncertain hands.

Lisa McGraw, Esq. 3/4/24 Lisa McGraw, Esq. 3/4/24

Have You Made one of These 6 Common Mistakes That Could Leave Your Kids in the Care of Someone You Would Never Choose?

Here are the 6 common mistakes most parents (and their Lawyers!) make when naming guardians. If you’ve made one of these 6 common mistakes, not to worry; we have solutions! Schedule a consultation and see what you can do to make sure your kids would always be taken care of by people you know, love and trust.

Lisa McGraw, Esq. 2/26/24 Lisa McGraw, Esq. 2/26/24

Guardianship 101: Safeguarding Your Little Stars for Today and Tomorrow

Parenthood is a remarkable journey filled with love, laughter, and the occasional sleepless night. Amidst the joy, it's crucial to consider the what-ifs and ensure a safety net for your little ones. That's where naming both permanent and temporary guardians steps into the spotlight.

Lisa McGraw, Esq. 2/18/24 Lisa McGraw, Esq. 2/18/24

Protecting Your Family's Safety Net: How to Set Up Your Life Insurance Policy The Right Way

Life insurance is an important part of protecting your family, but if you don’t set it up the right way, there’s a good chance it won’t help your loved ones the way you want it to.

Here’s what to do instead…

Lisa McGraw, Esq. 2/11/24 Lisa McGraw, Esq. 2/11/24

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

Want to contribute to your grandchild’s future college education? Changes to the FAFSA rules now make it easier than ever

Lisa McGraw, Esq. 2/4/24 Lisa McGraw, Esq. 2/4/24

Hiring a Lawyer: What Flat Fees, Hourly Fees and Retainer Billing Could Mean For Your Life and Family

This week, we explore the differences between hourly billing and flat fee billing for attorneys, and how these differences can affect the legal work you’re paying for.

Lisa McGraw, Esq. 1/28/24 Lisa McGraw, Esq. 1/28/24

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 2

This week we continue our discussion on estate planning for a loved one with dementia and how planning must become more proactive and strategic than ever to avoid conflict over your loved one’s wishes in the future.

Lisa McGraw, Esq. 1/23/24 Lisa McGraw, Esq. 1/23/24

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia - Part 1

In this blog, we'll explore the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected.

Lisa McGraw, Esq. 1/16/24 Lisa McGraw, Esq. 1/16/24

Your Most Important New Year's Resolution: A Kids Protection Plan

As we welcome the New Year, filled with hope and resolutions for a brighter future, one commitment should be at the top of your list– creating a Kids Protection Plan

Lisa McGraw, Esq. 1/8/24 Lisa McGraw, Esq. 1/8/24

Have Unused 529 College Savings? Roll Them Into a Roth

In 2024, the SECURE 2.0 Act brings significant changes to the world of retirement savings and college savings accounts that could substantially impact your family's financial future.

Lisa McGraw, Esq. 1/1/24 Lisa McGraw, Esq. 1/1/24

Holding Space for Grief: Ways to Comfort and Support A Loved One in Mourning

Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. In this blog, we explore practical and heartfelt ways to hold space for your loved ones who are mourning.

Lisa McGraw, Esq. 12/26/23 Lisa McGraw, Esq. 12/26/23

New Year, New You: Kickstart 2024 with a Solid Estate Plan

As we welcome the dawn of another year, it's the perfect time to reflect on our lives, set goals, and embrace positive changes. While resolutions often revolve around personal growth, health, or career aspirations, one area that's frequently overlooked is estate planning. As we usher in the new year, why not make it a priority to create or update your estate plan? Here are some key considerations to get you started on this essential journey.