Estate Planning
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 27, 2024
If you're like most people, you most likely own numerous digital assets, some of which may have significant monetary value and some which have purely sentimental value. You may also own digital assets which hold no value for anyone other than yourself or have a certain digital property that you'd prefer your family and friends not access or inherit when you pass away. To ensure all your digital assets are passed on according to your wish, you must adapt your estate planning strategies.
Estate Planning · December 23, 2024
Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. Without the proper estate planning, just locating and accessing your digital assets can be a major headache—or even impossible—for your loved ones following your incapacity or death.
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.
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