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 wisdom passed down from grandparents, the shared traditions that bring joy, and the values that define your family’s unique story. After years ofRead 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 future is crucial. While you might not be vying for the Iron Throne, estate planning is essential for ensuring that yourRead 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 also inspire you to think about the legacy you wish to leave behind. But, first, what is a legacy, really? “Legacy”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 Mother’s Day approaches, let’s talk about the most meaningful gift you can give or receive onRead 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 experts may tell you that it’s a chance to pay off debts, tuck away savings for an emergency, or addRead 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 alive? That’s why I refer to my services as Life & Legacy Planning. When done right, planning for your assets and your death is somethingRead 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 plans provide free legal assistance for a variety of needs from law firms that have contracted with the insurance company to provide the legal work.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 getting together with family this month, it’s also a perfect time to talk to your loved ones about your shared goals, family resourcesRead more
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it all together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind. ToRead more
The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And then, they may even go on to have children together. Suppose you have or are part of a blended family. In that case, it’s important to understand howRead more