Lisa McGraw, Esq. 6/17/24 Lisa McGraw, Esq. 6/17/24

How to Avoid Probate: Strategies for a Smooth Estate Transition

Probate is often seen as a necessary evil in the process of estate planning. While it serves the purpose of validating wills and distributing assets under court supervision, it can be time-consuming, costly, and public. Fortunately, with careful planning, you can structure your estate to bypass the probate process entirely.

Lisa McGraw, Esq. 6/10/24 Lisa McGraw, Esq. 6/10/24

Understanding the Differences Between a Will and a Trust

Estate planning is a crucial step in ensuring that your assets are distributed according to your wishes and that your loved ones are taken care of after your passing. Two primary tools used in estate planning are wills and trusts.

Lisa McGraw, Esq. 6/3/24 Lisa McGraw, Esq. 6/3/24

What Happens To Your Social Media Account When You Die?

Ever wondered what happens to your social media accounts after you pass away? Each social media platform has its own rules, so understanding these options is essential for managing your digital accounts responsibly.

Lisa McGraw, Esq. 5/20/24 Lisa McGraw, Esq. 5/20/24

Modern Families and Estate Planning: Protecting Blended Families

This week we look at a real-life cautionary tale about what can happen in any blended family when the parents leave decisions about their children’s care and inheritance up to their surviving spouse and the state’s laws.

Lisa McGraw, Esq. 5/13/24 Lisa McGraw, Esq. 5/13/24

Navigating the World of Cryptocurrency: A Guide for Parents and Teens

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. But before they venture into these waters, parents should be prepared to help them navigate this new world.

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. 4/8/24 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. 2/11/24 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. 1/8/24 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.