Estate Planning · March 17, 2025

If something happened to you on vacation, would your kids be safe? Without a Kids Protection Plan®, your children could end up in the care of strangers or social services during an emergency. A Kids Protection Plan® provides legal documents, emergency instructions, and trusted guardian designations to ensure your children are protected no matter what happens. Don’t leave their safety to chance—learn how to create a Kids Protection Plan® before your next trip for total peace of mind.

Estate Planning · March 10, 2025

🏳️‍🌈 Protect What Matters Most 🏳️‍🌈 In uncertain times, same-sex couples face unique challenges in safeguarding their rights and assets. Estate planning isn’t just about paperwork—it’s about ensuring your relationship, property, and family remain protected no matter what the future holds. Discover key strategies to secure your legacy, protect your partner, and avoid legal pitfalls. Don’t leave your future to chance—plan with confidence today.

Estate Planning · February 24, 2025

Shannen Doherty's last-minute divorce highlights a crucial lesson in estate planning during life’s transitions. Her strategic timing likely saved her estate millions and spared her family from potential legal battles. This article delves into the importance of timely updates to your estate plan during a divorce. Learn how proactive planning can protect your assets and prevent unwanted disputes, ensuring your wishes are honored without burdening your loved ones.

Estate Planning · February 10, 2025

Being an estate executor is far more demanding than most people expect. From covering funeral costs out of pocket to handling endless paperwork and navigating family conflicts, the role can be overwhelming. Without a solid estate plan, your executor could face unnecessary stress, delays, and expenses. Learn how a Life & Legacy Plan can simplify the process and protect your loved ones. Click to uncover key steps to make estate administration easier.

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.

Estate Planning · January 20, 2025

Disasters can strike without warning, but preparation can make all the difference. From packing smart and managing emergencies to recovering afterward, having a plan keeps you and your loved ones safe. Learn how estate planning, including a Life & Legacy Plan, adds vital layers of protection for your family and assets during challenging times. Click to explore actionable steps for staying ready and rebuilding with confidence.

Estate Planning · January 13, 2025

Start the new year with peace of mind by protecting the people you love most. From organizing your finances and minimizing taxes to creating a lasting message for your family, these five essential steps ensure your loved ones are cared for no matter what. Learn how a comprehensive Life & Legacy Plan can keep your family out of court and conflict while preserving your legacy. Click to explore practical ways to secure your family’s future in 2025.

Estate Planning · January 06, 2025

Confused about whether to choose a will, a trust, or take no action at all? In Part 2 of our estate planning Q&A series, we break down the pros and cons of common estate planning options and explore the real-life impact of these decisions on your family. Learn how to avoid probate, protect your assets, and create a plan that minimizes stress for your loved ones. Click to uncover practical strategies for securing your family’s future with ease.

Estate Planning · December 20, 2024

Confused about how to handle your assets in estate planning? From joint ownership to transfer-on-death designations, understanding how your accounts are titled and who has access is key to protecting your assets and ensuring a smooth transfer to your loved ones. In Part 1 of this series, we dive into common questions about account ownership, trusts, and keeping your asset inventory updated to avoid probate, reduce risks, and safeguard your family’s future. Read on to learn more.