Estate Planning · February 03, 2025

This Valentine’s Day, give a gift that lasts longer than flowers—one that truly protects your loved ones. Estate planning isn’t just paperwork; it’s the ultimate love letter ensuring your family is cared for when it matters most. A Life & Legacy Plan keeps your children secure, avoids court battles, and captures your values for generations. Click to discover why estate planning is the most meaningful way to say, 'I love you.'

Estate Planning · January 27, 2025

Placing your home in a trust is a smart estate planning move, but did you know failing to update your homeowner’s insurance could lead to denied claims? A mismatch between your trust and policy can leave you paying out of pocket for major damage. Learn how to align your trust with your insurance to fully protect your home and loved ones. Click to discover simple steps to avoid costly mistakes and secure your most valuable asset.