Our specialists are standing by for you after business hours.
Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way

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 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 an easy way to help secure your loved...
This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

This Change to The FAFSA Rules Could Help Your Grandkids Qualify for More Student Aid

Want to contribute to your grandchild’s future college education? The FAFSA Simplification Act, which went into effect last month, now makes it possible for grandparents to do even more to help finance their grandchild’s education. In the past, any contributions or...
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2

What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 2

Last week, we started our discussion on estate planning for a loved one with a dementia diagnosis What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1 and what this means for their ability to protect their wishes through an estate...
What Caregivers Need to Know About Estate Planning for a Loved One With Dementia – Part 1

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 each year. As a caregiver, understanding how a dementia diagnosis affects your loved one’s legal decision-making is crucial to ensuring their wishes are honored and that you are...
Your Most Important New Year’s Resolution: A Kids Protection Plan

Your Most Important New Year’s Resolution: A Kids Protection Plan

As we welcome the New Year, filled with hope and resolutions for a brighter future, if you have minor children or grandchildren, put this commitment at the top of your list– a Kids Protection Plan ®. Even if you have already named legal guardians for your children (or...