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 · September 16, 2024

When Matthew Perry passed away, the iconic actor left behind a curious financial puzzle—despite earning millions, only a fraction of his wealth was immediately apparent. This serves as a pivotal lesson on the power of advanced estate planning, specifically the strategic use of trusts. Delve into the complexities of Perry's estate strategy and uncover how properly structured trusts not only preserve wealth but also maintain privacy, avoid costly probate, and ensure your legacy is managed accordin

Estate Planning · June 14, 2023

As a parent, you're likely hoping to leave your children an inheritance, and doing so maybe one of the primary factors motivating your life's work. But without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or squandered due to common life events, such as divorce, serious debt, devastating illness, and unfortunate accidents.

Estate Planning · November 21, 2022

According to the Social Security Administration, nearly one-third of people aged 25 to 54 will become disabled before retirement. When choosing a policy, keep these 7 disability insurance issues in mind. Read more...

Estate Planning · November 14, 2022

If you've read the previous two articles, you already know how to secure your accounts. Security, on the other hand, is a journey, not a destination. Are you aware that your social media accounts, online banking information, and personal communications can be sold to the highest bidder? Because of this, you should create a digital estate plan for yourself. Part 3 of this article will show you how to create a digital estate plan to protect your loved ones. Here's how it's done...

Estate Planning · November 07, 2022

Part one of this series covered Facebook and Google's processes to manage your digital accounts after death. In part two, we'll continue our discussion by looking at how Instagram, Twitter, and Apple's online platforms handle your accounts after you log out for the last time. Read more here...

Estate Planning · October 31, 2022

You're worried about your partner, family members, and friends dealing with your digital accounts after you die. You think about your email inbox exploding, messages flying between the team you've worked so hard to build, having to deal with your own data. . . It's stressful. How do you start planning for your digital afterlife? Read more here...