Legacy

Legacy

Blog tagged as Legacy

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

Saturday, May 18, 2024 7:12 AM By John - Comment(s)
10 Steps to Take Now to Secure a Comfortable Retirement: Part 2

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...

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

Monday, May 13, 2024 9:00 AM By John - Comment(s)
Ten Steps to Take Now to Secure a Comfortable Retirement: Part 1
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.

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

Monday, May 06, 2024 9:00 AM By John - Comment(s)
Estate Planning: A Gift of Peace and Power for Every Mother

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...

Create a Stronger Blended Family Through Estate Planning

Monday, July 24, 2023 5:21 AM By John - Comment(s)
Create a Stronger Blended Family Through Estate Planning
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.

Why “Just a Will” Is Never Enough

Sunday, July 16, 2023 2:05 PM By John - Comment(s)
Why “Just a Will” Is Never Enough
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."