Want to Show Your Partner How Much You Love Them? Put Them In Your Will

Want to Show Your Partner How Much You Love Them? Put Them In Your Will

by | Feb 2, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Uncategorized, Wills

Love is undoubtedly the most profound and cherished thread that weaves us all together, and there are many different ways to express our love to the people who mean the most to us. Often when we think of showing our love, we think of bouquets of flowers, surprise...
2 Conversations About Money and Death You Need to Have With Your Parents Right Now

2 Conversations About Money and Death You Need to Have With Your Parents Right Now

by | Jan 26, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Retirement, Trusts, Wills

If you’ve given any thought about 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 to my services as Life...
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

by | Jan 19, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Retirement, Trusts, Uncategorized, Wills

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...
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

by | Jan 9, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Uncategorized, Wills

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

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

by | Jan 8, 2024 | Articles, Asset Protection, Estate Planning, Family, Financial, Guardianship, Health Care Directive, Incapacity, Inheritance, Kids Protection Planning, Trusts, Uncategorized, Wills

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...