As you prepare to close the year strong, it’s time to talk about a financial and…
Category: ESTATE PLANNING
Estate Planning Essentials for Solo Seniors
Flying solo in your golden years? Whether by choice or circumstance, single seniors with no children…
Pumpkin Kisses and Harvest Wishes
As the spooky season transitions into the season of Thanksgiving, it’s important to remember our why.…
Estate Planning for People With Disabilities Is a Delicate Matter
When it comes to estate planning, many people think that you name the beneficiaries in a…
What Is a Testamentary Trust and Why Would You Use One?
A testamentary trust is a legal arrangement established through a person’s last will and testament. It…
Now Is the Time to End the Inheritance Planning Procrastination
Inheritance planning involves more than just writing a will. It safeguards your assets and ensures your…
What Are the Duties of a Living Trust Trustee?
Many people harbor misconceptions about trusts. One of them is the idea that they are only…
Is Life Insurance Part of Your Estate Plan?
Life insurance can play a pivotal role in a comprehensive estate plan. While often thought of…
Giving Thanks: Celebrating Family, Friends, and Clients This Thanksgiving
Thanksgiving is more than a holiday; it’s a time for reflection, gratitude, and connection. It’s an…
Gratitude, Legacy, and Peace of Mind: Why Estate Planning is the Greatest Gift This Thanksgiving
Why Estate Planning is the Ultimate Thanksgiving Prep—and the Gift of a Lifetime As you gather…