Legal & Business Services by
Angel M. Latterell, Esq.

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education – Part 1

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.  Here’s what we think you should consider as you decide:  First, consider whether you want your offspring to have broader options than just the traditional …

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5 Common Estate Planning Concerns For Your Second (Or More) Marriage

With divorce occurring in roughly 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even third—marriages are becoming quite common. And when people get remarried in mid-life and beyond, they often bring children from prior marriages into the mix. Such unions are often referred to as a “blended” family or …

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Estate Planning FAQs for LGBTQ+ Couples

As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. In the wake of the Supreme Court overturning Roe v. Wade, ending the recognition of a constitutional right to abortion, many are worried that other rights, especially those enjoyed by same-gender couples, might also be under …

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Estate Planning 101 - Planning for your death

You can avoid leaving your family a mess when you die.
Watch my free webinar to learn how.