Estate planning may not be the first thing that comes to mind when you think of Thanksgiving, but hear me out—Thanksgiving is actually the perfect time to have these important family discussions. Why? Because everyone’s gathered together, feeling relaxed (and full of turkey), and it’s a natural time to reflect on what matters most: family,…
Jessica and Robert created their estate plan when their children were young. At the time, they were focused on making sure their kids were cared for in the event of an emergency. They set up a will, designated guardians, and thought they had everything covered. Years later, their children were grown, and their financial situation…
As we get older, staying healthy becomes more than just eating right and staying active. It’s about making sure all the pieces of our lives are in place so that we can truly enjoy the years ahead. A well-crafted estate plan can be a powerful tool in supporting not just your financial security but also…
Grandparents hold a special place in our hearts. They’re the storytellers, the keepers of traditions, and the ones who often bind the family together. With Grandparents Day around the corner, it’s the perfect time to reflect on how we can honor their legacy through thoughtful estate planning. I remember a client, Margaret, who came to…
