When most people hear “legacy planning,” they think of finances and inheritance. While those are important, the legacy your family will treasure most often has nothing to do with money. It’s the wisdo Read more
You’ve probably heard the stories: family feuds over Grandma’s jewelry, endless legal battles over an inheritance, or a home that sits unsold for years because it’s tied up in court. Sadly, these situ Read more
Spoiler Alert: If you haven’t watched the first season of House of the Dragon, proceed with caution—spoilers ahead!If there’s one thing that House of the Dragon teaches us, it’s that planning for the Read more
Memorial Day brings an opportunity to reflect on the concepts of mortality, remembrance, and legacy. As we remember the brave men and women who lost their lives serving in the military, may this day a Read more
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you're a mom, you know. If you aren't a mom, you were born because of a mom. So, as Mo Read more
Beyond the epic space battles and intergalactic politics, the Star Wars saga offers insights into legacy planning. Let's explore some valuable lessons from a galaxy far, far away:#1—Families Can Be Co Read more
When that extra bit of money from your tax refund lands in your bank account, (kinda feels like Christmas, doesn’t it?) it's easy to start dreaming about all the ways you can use it. Financial expert Read more
If you’ve thought about estate planning, you probably associate it with preparing for death. But did you know there are critical reasons (and significant benefits) for planning while you’re still aliv Read more
As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan®. Read more
Losing a loved one is an incredibly challenging experience, and the journey through grief can be both complex and overwhelming. Unfortunately, we all experience grief at one time or another, and knowi Read more
Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities, and reporting requirements that can be hard to track. If you own a small business or have a Tr Read more
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, inherita Read more
When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact me tell me they don’t need anything complicated for their estate—just a Will. Read more
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also known simply as a “will.” Read more
As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance offered through your workplace benefits. These group insurance plan Read more
Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a life Read more
As a parent, you have probably thought about the importance of naming permanent legal guardians for your child in case something happens to you, and maybe you have already done it. If you haven’t yet Read more
August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red Cross reminding you to get your Will taken care of this month. Bo Read more
As summer comes to a close, and back-to-school excitement fills the air, there is one crucial task that is often overlooked: designating legal guardians for your minor children. Legal guardians are th Read more
July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and reminisce about the wonderful memories you share together. If you’re ge Read more
