July 1, 2022

What You Need to Know About Collecting Life Insurance Proceeds

If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to understand exactly what steps you need to take to access the insurance funds as quickly and easily as possible.
June 29, 2022

Estate Planning FAQs For LGBTQ+ Couples

As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. Same gender couples can act right now to put in place a number of proactive estate planning measures to ensure their relationships have the maximum legal protections.
June 22, 2022

3 Reasons Why Single Folks With No Children Need An Estate Plan

If you are single without kids, you face several potential estate planning complications that aren’t an issue for those who are married with children.
June 15, 2022

How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

Estate planning isn’t just about protecting and passing on your financial wealth and other tangible assets when you die. When done right, estate planning supports you to pass down the most precious assets of all—your life stories, lessons, insights, and values.
June 10, 2022

How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud

If you don’t properly address family heirlooms and keepsakes in your estate plan, it can lead to long-lasting disagreements that can tear your family apart.
June 2, 2022

Don’t Let Your Kids Leave Home Without Signing These 3 Documents

Before your graduating senior leaves home, have a conversation about estate planning and make sure they sign three important documents!
May 27, 2022

Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress.
May 18, 2022

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2

Estate planning is definitely not a one-size-fits-all endeavor. Even if you think your particular situation is simple, that turns out to almost never be the case. Let's take a look at part two of the 10 most common estate planning mistakes.
May 11, 2022

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1

Estate planning is definitely not a one-size-fits-all endeavor. Even if you think your particular situation is simple, that turns out to almost never be the case. Let's take a look at 10 of the most common estate planning mistakes.
April 28, 2022

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it’s actually a huge mistake, which can lead to dire consequences for everyone involved.
July 1, 2022

What You Need to Know About Collecting Life Insurance Proceeds

If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the emotional period immediately following a loved one’s death, it can feel as if your entire world is falling apart, so it’s helpful to understand exactly what steps you need to take to access the insurance funds as quickly and easily as possible.
June 29, 2022

Estate Planning FAQs For LGBTQ+ Couples

As we are about to wrap up another Pride Month, the LGBTQ+ community faces an increasingly uncertain legal landscape. Same gender couples can act right now to put in place a number of proactive estate planning measures to ensure their relationships have the maximum legal protections.
June 22, 2022

3 Reasons Why Single Folks With No Children Need An Estate Plan

If you are single without kids, you face several potential estate planning complications that aren’t an issue for those who are married with children.
June 15, 2022

How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

Estate planning isn’t just about protecting and passing on your financial wealth and other tangible assets when you die. When done right, estate planning supports you to pass down the most precious assets of all—your life stories, lessons, insights, and values.
June 10, 2022

How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud

If you don’t properly address family heirlooms and keepsakes in your estate plan, it can lead to long-lasting disagreements that can tear your family apart.
June 2, 2022

Don’t Let Your Kids Leave Home Without Signing These 3 Documents

Before your graduating senior leaves home, have a conversation about estate planning and make sure they sign three important documents!
May 27, 2022

Key Milestones For Planning Your Retirement

The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your progress.
May 18, 2022

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2

Estate planning is definitely not a one-size-fits-all endeavor. Even if you think your particular situation is simple, that turns out to almost never be the case. Let's take a look at part two of the 10 most common estate planning mistakes.
May 11, 2022

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1

Estate planning is definitely not a one-size-fits-all endeavor. Even if you think your particular situation is simple, that turns out to almost never be the case. Let's take a look at 10 of the most common estate planning mistakes.
April 28, 2022

3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it’s actually a huge mistake, which can lead to dire consequences for everyone involved.