Estate Planning · November 18, 2024
As families gather around the Thanksgiving table, not only are traditional recipes shared, but it’s also the perfect setting for discussing and safeguarding your broader family legacy. This guide delves into the importance of such discussions and illustrates how Thanksgiving can be a catalyst for meaningful legacy planning conversations. Learn effective strategies for capturing family stories, initiating crucial talks without awkwardness, and integrating these insights into a comprehensive Life
Estate Planning · November 11, 2024
Being named an executor is often seen as an honor, but it comes with significant challenges that many are unprepared for. This guide delves into the complexities of estate administration and the essential role of effective planning. Learn about the responsibilities that range from managing assets to dealing with family dynamics, and discover how a Life & Legacy Plan can alleviate the burden for your loved ones. Equip yourself with knowledge to ensure that you or your chosen executor can handle e
Estate Planning · October 14, 2024
Understanding the nuances of a power of attorney is crucial for safeguarding your future. This guide clarifies different types, including general, durable, and healthcare, showing how they function and when they end. Learn how a Life & Legacy Plan ensures your affairs are managed smoothly and your interests protected, even in unforeseen circumstances. Equip yourself with the knowledge to make informed decisions about your future and the legacy you wish to leave behind.
Estate Planning · October 07, 2024
Navigating end-of-life decisions is crucial yet complex. This guide explores effective strategies for managing these challenges, emphasizing the importance of advance directives and strong advocacy. Learn how to ensure your loved ones’ wishes are respected and discover practical tips for preparing for unforeseen health crises, all aimed at providing care that aligns with your values and provides peace of mind. Equip yourself to handle these sensitive matters with dignity and foresight.
Estate Planning · December 17, 2021
As you already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you'll leave behind, but also includes your wishes, insights, stories, and experience. That's why, this year, we invite you to ask your loved ones the 32 important questions that can reveal a wealth of valuable life lessons - family treasures to discuss and share with generations to come.
Estate Planning · November 05, 2021
A comprehensive estate plan can protect what matters most to you. This means everything you own and everyone you love - your children. Take a few minutes to consider right now: if both you and your child's other parent were to become incapacitated or die right now, who would step forward to care for your child? Many parents struggle with including such provisions as naming a legal guardian for their children in their plan. If you're ready to take that step, start by sitting down with us.