Sep 22, 2024 | Estate Planning, Family
This week, we invite you to reflect on everything you’ve worked hard for throughout your life. Reflection No. 1: Remember When? Do you remember your first job? It may have been babysitting for a neighbor or mowing lawns when you were a kid. Or maybe you had a...
Sep 3, 2024 | Beneficiaries, Estate Planning, Family, Updates
Imagine this: You’re in your twenties, just starting your career. You fill out a form at work, naming your live-in significant other as the beneficiary of your retirement account. You start contributing to your retirement account, and it begins to grow. Fast...
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...
Jul 8, 2024 | Children, Estate Planning, Family, Guardians
If you’re a father, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if you overlook the complexities of estate planning. Pitfall No. 1:...
