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.