Blog by John
As Spring Break approaches, followed by summer, many parents are planning fun getaways with their children. However, few consider what would happen to their kids if an emergency occurred during their travels. Read more…
Monday, March 24, 2025 9:00 AM - Comment(s)
Many same-sex couples are concerned about rollbacks of federal marriage protections and what that could mean. While certain benefits could be affected, estate planning provides crucial protections.
Monday, March 17, 2025 9:00 AM - Comment(s)
Many same-sex couples are concerned about rollbacks of federal marriage protections and what that could mean. While certain benefits could be affected, estate planning provides crucial protections.
Monday, March 10, 2025 9:00 AM - Comment(s)
Every year on February 1st, we observe National Unclaimed Property Day - a reminder of the staggering $60 billion in forgotten and abandoned assets currently held by state governments across America. And this isn't just spare change we're talking about. These are life insurance policies, forgotten b...
Saturday, February 01, 2025 1:26 PM - Comment(s)
When disaster strikes, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused during emergencies. In this article, I will walk you through how t...
Friday, January 17, 2025 10:30 AM - Comment(s)
Make 2025 the year you finally tackle estate planning and protect your loved ones’ future. Learn the five essential steps you can take right now to ensure they are cared for, and your legacy is preserved. Read more…
Monday, January 06, 2025 6:56 AM - Comment(s)
Estate planning can seem overwhelming, but understanding a few key concepts can make a world of difference for your family's future. Read more…
Monday, December 16, 2024 9:00 AM - Comment(s)
Understanding how accounts are titled and who has access to them isn't just about convenience—it's about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this? Read more…
Sunday, December 08, 2024 5:14 PM - Comment(s)
Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches that come with the role.
Monday, December 02, 2024 9:00 AM - Comment(s)
You’ve poured your heart and soul into building your small business. You’ve worked tirelessly, made sacrifices, and taken risks. Now, a recent law could impact how you operate. It’s called the Corporate Transparency Act (CTA) and here’s what you need to know. Read more…
Monday, November 18, 2024 10:31 AM - Comment(s)
