Jan 13, 2025 | Children, Estate Planning, Family, Trust
You know that uneasy feeling when you think about what everyone you love would do, if (and when) something happens to you? That nagging voice reminding you that you still haven’t created a will or trust or updated the estate plan you do have? As we enter 2025,...
Jan 6, 2025 | Children, Estate Planning, Finances, Trust
When preparing for college expenses, understanding how financial aid and estate planning intersect can make a significant difference. This article will break down the essentials of how asset ownership influences aid eligibility, offer actionable strategies to increase...
Nov 18, 2024 | Children, Estate Planning, Family
You might think estate planning is only for the wealthy or too complicated and expensive. These are just a few myths surrounding estate planning that we hear often. In reality, estate planning is critical for everyone, including you, regardless of age or financial...
Jul 29, 2024 | Children, Estate Planning, Family, Power of Attorney
Creating a Life & Legacy Plan (a unique estate planning process we use in our firm) preserves your self-determination, protects your family, grows your wealth, and defines your legacy on your own terms. Your Life & Legacy Plan declares your autonomy from the...
Jul 22, 2024 | Children, Estate Planning, Family, Guardians
You already know that taking care of your health allows you to prolong your life and enhance your quality of life. But have you given serious thought to how your health directly impacts your future? Your legacy? The ones you love the most? The Link Between Your Health...
Jul 15, 2024 | Children, Estate Planning, Family, Guardians, Power of Attorney
When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do. Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child and you...
