A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is …
2 Conversations About Money and Death You Need to Have With Your Parents Right Now
If you’ve given any thought to estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer …
Estate Planning: A Gift of Peace and Power for Every Mother
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. It’s one of …
THE THREE DOCUMENTS YOUR PARENTS NEED RIGHT NOW
General Power of Attorney (POA) A General Power of Attorney (or POA) grants a person you name (often a family member or trusted friend) the authority to manage your financial affairs if you become unable to do so yourself. From …
PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE
PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when …
WHY ESTATE PLANNING IS ESSENTIAL FOR BUSINESS OWNERS
4 REASONS WHY ESTATE PLANNING IS ESSENTIAL FOR BUSINESS OWNERS If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or …
Should You Create Your Own Will Online?
3 Essential Questions To Ask Before Creating Your Will Online If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for …
Kids’ Protection Planning
Think Your Kids Will Automatically Be Cared For In the Way You Want? They Might Not Be Unless You Do This As parents, we’re hardwired to prioritize our children’s well-being above all else. We work tirelessly to provide for …
SECURE 2.0 ACT
This New Law Makes It Easier to Save for Retirement and Pay Off School Loans At The Same Time Navigating your financial journey with the heavy burden of student loan debt on your back can feel …