Articles Posted in Uncategorized

What You Must Know About Your Right to Your Spouse’s Retirement Benefits
The Lineage & Legacy Law Firm, PLLC Team

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the extra considerations and planning it takes to keep your family’s life running smoothly – from which parent your children will be with for the holidays to figuring out the schedule…

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How to Talk Money with Your Family Over the Holidays
The Lineage & Legacy Law Firm, PLLC Team

The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If you’ve been meaning to talk to your family about money, inheritance, end-of-life decisions, estate planning, and creating a plan for your whole family’s wealth – now and in the future…

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Transition to Adulthood: What Happens Legally When My Child Turns 18?
The Lineage & Legacy Law Firm, PLLC Team

Soon after the challenges of puberty and the excitement of high school, an even larger milestone looms: the 18th birthday. It marks your child’s transition from childhood to adulthood, and with it new responsibilities and rights. From a legal standpoint, this milestone also brings significant changes that every parent should be aware of. In the…

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Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 2
The Lineage & Legacy Law Firm, PLLC Team

Last week we looked at four methods you can use to save money on your 2023 business tax return: This week, I share more ways end-of-year tax planning can lower your business tax bill while helping your team members and community as a whole. If you aren’t sure if your company needs to lower its…

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The Scary Truth: Naming Godparents Does Not Create Legal Guardians
The Lineage & Legacy Law Firm, PLLC Team

As a parent, your top priority is the well-being and future of your children. You plan for their education, health, and happiness, and often this planning includes the tradition of choosing godparents to guide and mentor your children if something happens to you. While selecting godparents is a meaningful tradition in many cultures, it’s important…

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Year-End Tax Planning Starts Now: 8 Things to Do Now to Lower Your 2023 Taxes – Part 2
The Lineage & Legacy Law Firm, PLLC Team

Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog, we discuss four more tax-saving methods you can use right now to owe fewer taxes come April 2024. If you missed part 1 of this…

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Year-End Tax Tactics: Strategies to Lower Your 2023 Business Tax Bill – Part 1
The Lineage & Legacy Law Firm, PLLC Team

It might seem a bit early to think about your 2023 business taxes, but as the year draws to a close, it’s the perfect time to take a closer look at your company’s financial situation and make some strategic moves to minimize your business’ tax liability come next April. Year-end tax planning for your business…

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How Diverse Hiring Elevates Your Business
The Lineage & Legacy Law Firm, PLLC Team

In the past decades, diverse hiring was mainly associated with increasing and improving employment opportunities for minority groups. While diverse hiring is still a matter of social responsibility, it’s also becoming a driving force behind business success. In this blog, we’ll explore how diverse hiring can elevate your business, from fostering innovation to improving customer…

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