Blog tagged as Estate Planning

Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

Celebrity Estate Plans Series Part 1 of 4: Michael Jackson

By John

What is it about celebrities that always draws us in? For whatever reason, we just can’t resist a good, juicy celebrity story. Maybe it’s because we can relate in some way, or maybe we feel like we can’t relate and that’s what makes celebrities interesting. Their lives always seem attractive but som...

Sunday, July 07, 2024 8:16 PM - Comment(s)
The Surprising Connection Between Men’s Health and Estate Planning

The Surprising Connection Between Men’s Health and Estate Planning

By John

June marks Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. So this month, let’s turn the focus to you, gentlemen. You already know that taking care of your ...

Saturday, June 22, 2024 12:19 PM - Comment(s)
They're Not Kids Anymore! Navigating Your Childs Transition Into Adulthood

They're Not Kids Anymore! Navigating Your Childs Transition Into Adulthood

By John

When your child turns 18, they’re legally considered an adult even though they have a lot more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child and you wa...

Saturday, June 15, 2024 9:38 AM - Comment(s)
Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents

Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents

By John

Having an LGBTQIA+ family of your own was likely no easy feat. But now the real work begins - protecting it for the future.
Sunday, June 02, 2024 6:04 PM - Comment(s)
Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning

Memorial Day Reflections: Crafting Your Lasting Legacy With Estate Planning

By John

Memorial Day brings with it an opportunity to reflect on the concepts of mortality, remembrance, and legacy. But what is a legacy, really? And how does it apply to you? Read more…
Saturday, May 25, 2024 10:17 AM - Comment(s)
10 Steps to Take Now to Secure a Comfortable Retirement: Part 2

10 Steps to Take Now to Secure a Comfortable Retirement: Part 2

By John

In the first part of our series on practical steps to take to ensure a comfortable retirement, we discussed estate planning, passing on legacy, and planning for long-term care. This week, we continue with five more steps, from adapting your home for comfort and safety to harnessing technology for in...

Sunday, May 19, 2024 7:12 AM - Comment(s)
Ten Steps to Take Now to Secure a Comfortable Retirement: Part 1

Ten Steps to Take Now to Secure a Comfortable Retirement: Part 1

By John

Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and strategic planning.
Monday, May 13, 2024 9:00 AM - Comment(s)
Estate Planning: A Gift of Peace and Power for Every Mother

Estate Planning: A Gift of Peace and Power for Every Mother

By John

Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. It’s one of the two things we all have in common.


So, as  Mother’s Day approaches, let’s talk about the mo...

Monday, May 06, 2024 9:00 AM - Comment(s)
Create a Stronger Blended Family Through Estate Planning

Create a Stronger Blended Family Through Estate Planning

By John

If you’re part of a blended family, you’ve probably recognized the extra layer of complexity that comes with planning for your family’s needs and accommodating the many relationships that exist between step-parents, step-kids, and step-siblings.
Monday, July 24, 2023 5:21 AM - Comment(s)
Why “Just a Will” Is Never Enough

Why “Just a Will” Is Never Enough

By John

When you think of estate planning, a Will is usually the first thing that comes to mind. In fact, most people who contact us say they don’t need anything complicated for their estate--"just a Will."
Sunday, July 16, 2023 2:05 PM - Comment(s)