Estate Planning · February 03, 2025
This Valentine’s Day, give a gift that lasts longer than flowers—one that truly protects your loved ones. Estate planning isn’t just paperwork; it’s the ultimate love letter ensuring your family is cared for when it matters most. A Life & Legacy Plan keeps your children secure, avoids court battles, and captures your values for generations. Click to discover why estate planning is the most meaningful way to say, 'I love you.'
Estate Planning · January 27, 2025
Placing your home in a trust is a smart estate planning move, but did you know failing to update your homeowner’s insurance could lead to denied claims? A mismatch between your trust and policy can leave you paying out of pocket for major damage. Learn how to align your trust with your insurance to fully protect your home and loved ones. Click to discover simple steps to avoid costly mistakes and secure your most valuable asset.
Estate Planning · January 20, 2025
Disasters can strike without warning, but preparation can make all the difference. From packing smart and managing emergencies to recovering afterward, having a plan keeps you and your loved ones safe. Learn how estate planning, including a Life & Legacy Plan, adds vital layers of protection for your family and assets during challenging times. Click to explore actionable steps for staying ready and rebuilding with confidence.
Estate Planning · January 13, 2025
Start the new year with peace of mind by protecting the people you love most. From organizing your finances and minimizing taxes to creating a lasting message for your family, these five essential steps ensure your loved ones are cared for no matter what. Learn how a comprehensive Life & Legacy Plan can keep your family out of court and conflict while preserving your legacy. Click to explore practical ways to secure your family’s future in 2025.
Estate Planning · January 06, 2025
Confused about whether to choose a will, a trust, or take no action at all? In Part 2 of our estate planning Q&A series, we break down the pros and cons of common estate planning options and explore the real-life impact of these decisions on your family. Learn how to avoid probate, protect your assets, and create a plan that minimizes stress for your loved ones. Click to uncover practical strategies for securing your family’s future with ease.
Estate Planning · December 20, 2024
Confused about how to handle your assets in estate planning? From joint ownership to transfer-on-death designations, understanding how your accounts are titled and who has access is key to protecting your assets and ensuring a smooth transfer to your loved ones. In Part 1 of this series, we dive into common questions about account ownership, trusts, and keeping your asset inventory updated to avoid probate, reduce risks, and safeguard your family’s future. Read on to learn more.
Estate Planning · December 13, 2024
With political changes on the horizon, families with unique planning needs—like LGBTQIA+ households and those with children who have special needs—face new uncertainties. Federal protections for healthcare, education, and parental rights may shift, but proactive estate planning can safeguard your loved ones. Learn how to create a comprehensive Life & Legacy Plan that secures healthcare access, educational rights, and family protections regardless of policy changes. Click to explore strategies fo
Estate Planning · December 09, 2024
With tax exemptions at historic highs and interest rates shifting, estate planning has never been more critical—or more time-sensitive. Delaying action could mean missing opportunities to protect your wealth and loved ones before changes take effect. Learn how today’s conditions can work in your favor and prepare for what’s to come. Click to explore strategies for navigating this time of change and securing your legacy.
Estate Planning · December 06, 2024
As you already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you'll leave behind, but also includes your wishes, insights, stories, and experience. That's why, this year, we invite you to ask your loved ones the 32 important questions that can reveal a wealth of valuable life lessons - family treasures to discuss and share with generations to come.
Estate Planning · December 02, 2024
Family disputes over inheritance can tear loved ones apart, as seen in Tony Bennett’s $100M estate battle. The pain of mistrust and mismanagement is avoidable with the right estate plan. Imagine leaving your family not just assets but peace and unity. Learn the key steps to protect your loved ones and avoid conflict. Click to explore lessons from this high-profile estate planning case and how to safeguard your legacy.