11 Dec Estate Planning How the Holidays Can Inspire Your Family Legacy Planning December 11, 2024 Posted by client As the holidays approach, many families are busy planning menus, coordinating travel, hitting those holiday bucket list activities, bak... Continue reading
05 Dec Estate Planning The Hidden Truth About Settling a Loved One’s Estate December 5, 2024 Posted by client When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. Howev... Continue reading
08 Nov Estate Planning Debunking 4 Common Estate Planning Myths November 8, 2024 Posted by client You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate... Continue reading
31 Oct Estate Planning A Comprehensive Guide to Disaster Preparedness October 31, 2024 Posted by client In today's world, where natural disasters and unforeseen events can disrupt our lives immediately, preparedness is no longer a luxury; ... Continue reading
22 Oct EVENT Plan & Play Event October 22, 2024 Featured Posted by client Join Us for the Plan & Play Event - Secure Your Family’s Future While the Kids Have Fun! As a parent, you've spent countless hou... Continue reading
03 Oct Estate Planning Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts October 3, 2024 Posted by client When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as detai... Continue reading
01 Aug Uncategorized Celebrity Estate Plans Series Part 2 of 4: Vanilla Ice Has Thoughts August 1, 2024 Posted by client This week, we’re continuing to look at the lives of 4 celebrities and how they’re preparing for the inevitable (or didn’t!). Last week,... Continue reading