Estate Planning · December 13, 2024

With political changes on the horizon, families with unique planning needs—like LGBTQIA+ households and those with children who have special needs—face new uncertainties. Federal protections for healthcare, education, and parental rights may shift, but proactive estate planning can safeguard your loved ones. Learn how to create a comprehensive Life & Legacy Plan that secures healthcare access, educational rights, and family protections regardless of policy changes. Click to explore strategies fo

Estate Planning · December 09, 2024

With tax exemptions at historic highs and interest rates shifting, estate planning has never been more critical—or more time-sensitive. Delaying action could mean missing opportunities to protect your wealth and loved ones before changes take effect. Learn how today’s conditions can work in your favor and prepare for what’s to come. Click to explore strategies for navigating this time of change and securing your legacy.