Estate Planning · September 01, 2023

As affordable legal solutions like workplace-offered group insurance become popular, their adequacy for detailed estate planning comes under scrutiny. This 'one-size-fits-all' might leave families navigating unexpected legal hurdles. Our article highlights these pitfalls, emphasizing the need for personalized strategies. Beyond mere asset protection, a heart-centered approach ensures a harmonious legacy and a secure future, underscoring the significance of expert estate planning.

Estate Planning · August 07, 2023

Life’s twists and turns impact your estate plan in ways you might not anticipate. Whether it’s health scares, relocation, marriage, divorce, or evolving tax laws, your estate plan should keep pace with your life's journey. Dive into the next five life events that warrant a second look at your estate strategy. Ensure your intentions are safeguarded and your loved ones protected. Join us for guidance on updating your plan effectively!

Estate Planning · July 24, 2023

Life is dynamic, and so should be your estate plan. From changes in assets to the birth of a child or a business venture, events can alter your estate's landscape. Reviewing your plan is crucial to ensure it aligns with your current situation and future goals. Dive into the top reasons to reassess your estate strategy and learn how to keep it updated for peace of mind. Stay tuned for Part 2!

Estate Planning · July 17, 2023

Has the national debt ceiling extension left you feeling uncertain about your family's financial well-being? As a fellow family provider, I know you're trying to understand what these macro-economic changes mean for your day-to-day life and long-term financial plans. These financial complexities can impact everything from our children's educational prospects to home ownership, even our secure retirement plans! It may feel incredibly daunting, but here's what you can do to mitigate its impacts.

Estate Planning · July 10, 2023

In the warmth of family reunions, a crucial topic often slips under the radar: estate planning. It might seem daunting, but it's actually a profound way to express care for our loved ones' futures. By embracing this discussion now, amidst our shared joys, we can shape a legacy that lasts and makes a real difference for generations to come. Engaging in this conversation not only strengthens our family ties but also imparts a lesson on the importance of preparation and foresight. Learn more...

Estate Planning · July 03, 2023

Picturing a future where your loved ones reap the benefits of your hard work is rewarding, isn't it? Adding a Trust to your estate plan can be your key, offering privacy, avoiding probate, and securing lifelong asset protection. However, there's a surprising, crucial detail that many overlook: merely creating a Trust isn't the finish line! Your Trust is a living entity needing the right funding and timely updates to truly function. Let's unravel this further...

Estate Planning · October 19, 2022

Estate planning is a continuous activity, not a one-time event. You probably already know how vital it is to make an estate plan, but you might not realize how crucial it is to keep that plan up to date. If you want your plan to succeed and keep your family out of court and out of conflict, you need to update it immediately in response to frequent life occurrences. No matter who you are, your life will change: families change, assets change, laws change, and ambitions change. This article will o

Estate Planning · October 16, 2020

Most people don't spend much thinking about planning their estate. Some may rationalize that it's complicated or it takes too much time and effort. But having an estate plan is the best investment that can pay major dividends to your family, especially in the event of your death or incapacitation. It may not be easy as you think, but the benefit you gain from keeping it in place is peace of mind knowing your loved ones will be provided and cared for no matter what happens to you.