Legacy & Estate Planning

The holiday season is a perfect time to express your love and care through gifts that truly matter. Consider these 12 estate planning gifts, each with a profound purpose: 1. Revocable Living Trust - Give the Gift of Peace of Mind A Revocable Living Trust allows you to transfer your assets to a trust while maintaining control during your lifetime. It ensures that your loved ones are financially secure even…

November presents an opportunity to dive deep into meaningful conversations that impact your family's future. 1. Conversing about Healthcare: A Talk Every Adult Must Have Talking about end-of-life planning is challenging, yet inevitable. As time goes on, roles reverse, and children often find themselves in a position to discuss financial and healthcare decisions with their aging parents. Shifting from the role of a dependent child to an involved adult is…

As parents, we’re often preoccupied with numerous responsibilities from just the right Halloween costume to helping with homework. However, there’s another crucial aspect that parents of young children need to consider: estate planning.  Without the right legal documents in place, you risk your kids being placed in child protective services in the short-term followed by a potentially lengthy and expensive court process to decide who will take care of your…