PODCAST-School’s in Session: Send Your Student Back to Campus With Peace of Mind
August 15, 2024
Join Jacob as he goes through the importance of having your estate documents in order as the school season starts up again.
Tag: Estate Planning
How to Encourage Someone to Complete an Estate Plan
August 15, 2024
Estate planning is one of the most crucial forms of planning that a person can do to protect themselves, their assets and their loved ones.
Secure Your Future: Inheriting Wealth through Smart Estate Planning
August 8, 2024
Inheriting wealth is not just about money; it’s about ensuring your family’s future is secure and your loved ones are taken care of. To make
A Trust and Will: A Guide to Crafting Your Financial Legacy
August 5, 2024
Creating a financial legacy is a crucial step in ensuring that your assets are distributed according to your wishes. A well-structured trust and will can
PODCAST-Real World Stories: Maria
August 1, 2024
We’ve talked before on this podcast about trying to keep things in order, trying to avoid worse case scenarios. But sometimes we still find ourselves
Estate Planning: Improving Your Relationship with Money
August 1, 2024
Estate planning can significantly enhance your relationship with money by providing a clear and organized framework for managing and distributing your assets. Here are several
Are Your Estate Planning Documents Outdated?
July 31, 2024
Estate planning documents are not like other legal documents. They are considered living documents, which refers to the fact that a Will or other estate planning documents will be ever changing.
Webinar: Health and Estate Planning for Women
July 31, 2024
From wills and powers of attorney to health care proxies and emergency planning, every woman should have the tools to protect the ones they love the most.
Understanding Executor Compensation: How Much Can an Executor of a Will Earn or How Much Does and Executor Get Paid?
July 30, 2024
When planning your estate, one of the key decisions you’ll make is selecting an executor. The executor of a will is responsible for managing and
What is an Estate Sale?
July 30, 2024
Estate sales are often held to liquidate a significant portion of a person’s belongings, usually after a significant life event like the passing of a
