Planning a Trip?: It’s Also a Perfect Time to Plan Your Estate
Are you ready for summer vacations? It’s fascinating how boarding a plane can often prompt reflections on life’s “what ifs.” Possibly, it’s the thought of being miles above the ground…
Blog
Outdated Trusts Could Cost Your Family Thousands: Is Yours at Risk?
Here is the text with the line breaks fixed, the stray publisher credit removed, and the run-on question at the end corrected, keeping your exact wording intact. When did you…
Tax Season is Here: What You Need to Know About 2025 Updates
While tax updates might not be the most exciting topic, they can significantly impact your estate planning and financial future. So, let’s take a look at what’s changed for 2025.…
Top 5 Estate Planning Myths to Fall Out of Love With: Estate Planning- a Love Letter to Your Future
Estate planning may not be the most romantic topic, but it’s one of the most important ways to protect yourself and your loved ones. Unfortunately, many myths surrounding estate planning…
2025 Security Check: Is your Digital Life Protected?
Can you believe it? We’ve officially turned the page to 2025! As the saying goes, out with the old and in with the new. As you kick off the year…
Christmas Movie Wisdom: How ‘It’s a Wonderful Life’ Can Shape Your Estate Plan
“Santa Claus Is Comin’ to Town,” “A Charlie Brown Christmas,” “Christmas Vacation,” and “Home Alone” — these holiday movies are some of my all-time favorites. Just thinking of them gets…
Celebrating the Season with Loved Ones: Traditions, Family, and Future Planning
The most wonderful time of the year has arrived! Thanksgiving is a special time when many of us come together with family and other loved ones to kick off the…
Passing Wealth Efficiently: Annual Exclusion and Other Gifting Strategies
“We make a living by what we get. We make a life by what we give.” — Winston Churchill Sharing with others is one of life’s greatest privileges. With the…
Angela Klenk Profiled in Lawdragon’s ‶Lawyer Limelight“
Bringing Numbers to Life Stories in Trust and Estate Planning with Angela Bellanca Klenk We are delighted to announce that our firm’s founder, Angela Bellanca Klenk, has been featured in the highly respected “Lawyer Limelight” section…
Maximize Your Legacy: Navigating the SECURE Act
Labor Day is celebrated on the first Monday of September, and to many, it is known as the unofficial end of summer. This holiday, derived from the labor movement, is…
Did you know August is “National Make-A-Will Month”?
Roughly two-thirds of adults don’t have a will! Without one, the state and federal government will determine the fate of your hard-earned assets, complicating matters for your loved ones after your passing, and costing money that could have gone to your heirs. You really don’t want Uncle Sam making your decisions for you and your family. So, if you’ve been meaning to get this done, let this be your motivation. We’re here to find a time that works for you and make sure your wishes are carried out just the way you want.
