Posts tagged planningsession
Honor the Legacy You've Built—It's Worth Protecting

With Veterans Day approaching, we take a moment to honor the courageous men and women who served our country with steadfast dedication. Your service showed a deep commitment to safeguarding our nation’s future—now, let’s focus on securing your family’s future. Read more.

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Shelley Duvall’s Legacy: Estate Planning Lessons for Us All

Shelley Duvall, beloved for her iconic portrayal of Wendy Torrance in The Shining, has recently passed away at the age of 75. While her work will remain a timeless part of cinema history, her passing also brings to light some essential estate planning takeaways that we can all benefit from. Learn more about how her story can inform our approach to planning for the future. Read more.

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Debunking Common Misconceptions About Estate Planning

October 21-27 marks National Estate Planning Awareness Week—a perfect time to bring clarity to this often overlooked and misunderstood subject. Let’s dive in and explore why estate planning is essential for securing your future and protecting what matters most. Read more.

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The Power of Trusts in Legacy Planning: A Lesson from Matthew Perry's Estate Plan

When Matthew Perry, the beloved Friends star, passed away last year, the world grieved the loss of a comedic legend. But as details about his estate surfaced, an unexpected question arose: why did his wealth seem smaller than anticipated? Read more.

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Reflecting on Your Hard Work and Legacy This Labor Day

Labor Day is a great time to pause and appreciate all the effort you’ve invested in shaping your life. Your home, family, and career didn’t just happen—they’re the result of your dedication and hard work. Take a moment to reflect on everything you’ve built through your effort and commitment. Learn more.

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Transition to Adulthood: What Happens Legally When My Child Turns 18?

This week we 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. Read more…

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Create a Stronger Blended Family Through Estate Planning

If you have a blended family, estate planning is critical if you want your loved ones to avoid court and conflict in the event you die or become incapacitated. But planning for your blended family is also a great opportunity to strengthen your family bond through open conversations about your wishes and goals for your family and the love you have for them. Read more here …

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