April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess

April Fools! How DIY Wills and Trusts Offer a False Sense of Security … and May Leave Your Family With an Expensive Mess

If you’ve been traveling around the sun for a while, you’ve no doubt heard of...

14 Ways to Show Your Finances Some Love This Year – Part 2

Last week we explored 7 ways to show your finances and your family some love...

Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy...

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

Caring for a loved one with dementia is a challenge that millions of families undertake...

Own a Business? Do This By December 31st to Get a Year-Long Extension To The Corporate Transparency Act Reporting Deadline

Business ownership is a fulfilling and exciting endeavor, but it also comes with rules, responsibilities,...

How to Talk Money With Your Family Over The Holidays

The holidays are right around the corner, which means more time to gather with family...

From ‘I Do’ to ‘What If’: Estate Planning Must-Do’s for Newlyweds – Part 2

Getting married and starting a new chapter in your life is an exciting time. It’s...

AARP and The Red Cross Celebrate Make-A-Will Month, But Here’s What They Didn’t Tell You

August is National Make-A-Will Month and you may have received an advertisement in your inbox...

Can You Rely on Legal Insurance for Your Estate Plan?

Can You Rely on Legal Insurance for Your Estate Plan? As the need for affordable...

10 Life Events That Signal It’s Time to Review Your Estate Plan – Part 2

You might think that estate planning is something you can complete one time and then...