Jan 8, 2024 | Beneficiaries, Estate Planning, Family
This week, we explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re in a blended family to ensure your retirement account assets go to the right people in the right...
Jan 2, 2024 | Children, Estate Planning, Family
In this article, we’ll explore what happens legally when your child turns 18, what it means for your ability to make legal, financial, and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. How The Law Changes Your...
Dec 18, 2023 | Estate Planning, Family
There are several steps you can take to ensure their well-being during the colder days ahead, including making sure you’re able to step in and help the seniors in your life with their medical and financial needs. 1 | Create a Power of Attorney For Healthcare A power...
Nov 13, 2023 | Estate Planning, Family, Insurance
In this week’s article, we’re sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. 03 | PERSONALIZED PHISHING EMAILS Imagine opening your inbox to an urgent email from a seemingly legitimate source – perhaps your bank,...
Nov 6, 2023 | Estate Planning, Family, Insurance
In this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shedding light on their tactics and providing you with practical steps to shield your parents from potential harm. 01 | THE GRANDPARENT SCAM In the new...
Oct 9, 2023 | Estate Planning, Family
We offer a unique service to our clients called a Family Legacy Interview to help preserve your unique legacy for future generations. The interview process is built into all of our plans, and it’s an opportunity to share your love with the ones you care about most,...
