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Estate Planning

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Capturing the Stories of Aging Loved Ones

When you think about an aging loved one or a loved one who has passed away, you probably don’t give much thought to the material things they’ve left you. Maybe

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Want To Grow Wealth? Warren Buffett’s Unexpected Investment Advice

If you are going to take investment and estate planning advice from anyone, Warren Buffett is likely one you want to consider. As one of the most successful investors in history, his track record speaks for itself. However, his wisdom goes beyond picking stocks and making money.

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Create a Stronger Blended Family Through Estate Planning

Blended families were once considered “non-traditional” families. Today, blended families have become just as common as non-blended families. Currently, 52% of married couples (or unmarried couples who live together) have a step-kin relationship of some kind, and 4 in 10 new marriages involve remarriage.

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Leaving Your Pet in Your Will Won’t Protect Them – Do This Instead

Although it might seem foolproof to leave your pet to someone you trust through your Will, this estate planning tool alone won’t work to protect your pet from an uncertain future.

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Estate Planning Before You Travel

Estate Planning Before You Travel: Why It's Critically Important Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But

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Why Everyone Needs to Keep Their Estate Plan Updated

Why Everyone Needs to Keep Their Estate Plan UpdatedAs the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan

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Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis Hits

Your Rights As The Parent Of A Young Adult — What You Need To Know When A Medical Crisis HitsAs a parent, you are quite accustomed to managing your children's

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Protect Your Aging Loved Ones From Undue Influence

What is Undue Influence?Undue influence occurs when one individual uses their position of authority or advantage to coerce another individual into making decisions or performing an act that they otherwise

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