3 Best Practices For Setting Up Your Life Insurance Policy
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones' future when you can no
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Estate Planning
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2
Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis and what this means for their ability to protect their wishes through an
8 Things To Do Now to Lower Your 2023 Taxes – Part 2
Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically planning your medical procedures. In this week’s blog,
8 Things To Do Now to Lower Your 2023 Taxes – Part 1
It might seem a bit early to think about your 2023 taxes, but as the year draws to a close, it's the perfect time to take a closer look at
Got Minor Kids? 3 Instances When Your Estate Plan Must Include A Kids Protection Plan®
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
6 Estate Planning Must-Do’s After You Say “I Do” – Part 2
Getting married and starting a new chapter in your life is an exciting time. It’s also a time that requires a lot of housekeeping such as updating your address
6 Estate Planning Must-Do’s After You Say “I Do” – Part 1
Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married
AARP and The Red Cross Celebrated Make-A-Will Month, But Here’s What They Didn’t Tell You
August was 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
What the National Debt Ceiling Extension Means for Your Family
You’ve probably heard about the national debt ceiling and its recent extension, but you might wonder what it has to do with your everyday life as a family. While it