Why You Need a Pet Power of Attorney if You Leave Your Pet with a Friend
July 18, 2024
Picture this scenario… You’re going on a cruise and will be gone for several weeks. Your black lab, Fritz, can’t come along on the cruise
Tag: Estate Planning
Estate Planning IS for All of Us, Not Just the Millionaires
July 17, 2024
Want to make sure your money or your parent’s money and assets go to whomever you or they would choose if something happens? Or, would
What is a Legacy Contact and Why You Need One
July 16, 2024
In today’s digital age, our lives are intertwined with the internet more than ever before. From social media profiles to online banking, our digital footprint
Webinar: Aging and Estate Planning
July 15, 2024
As seniors live longer and healthcare and long-term costs escalate, estate planning is essential to protect your assets. Tune in to learn about how to
Estate Planning for Those without Immediate Family Members
July 12, 2024
Estate and advance care planning are crucial aspects of financial and personal well-being, especially for individuals without immediate family members. This article explores the unique challenges and solutions available for those planning their estates and healthcare directives without the traditional support of close family.
Handling an Estate When Someone Has Lost Capacity
July 12, 2024
When creating an estate plan, for example preparing a Last Will and Testament, one of the critical components to the enforceability of the document is that the person signing it has full control over his or her mental faculties.
PODCAST-Estate Planning for your Vacation
July 11, 2024
Join Jacob this week as he discusses the importance of reviewing your estate plan before jetting off on vacation
What key tasks need to be considered to ensure peace of mind on your next getaway?
In this solo episode, Jacob breaks down the easiest ways to review your plan and ensure that no matter where you are in the world, you are protected.
Essential Estate Planning Steps to Take 10 Years Before Retirement
July 9, 2024
Ten years before you retire, estate planning becomes an important aspect of your financial and personal preparations. Here are some essential steps you should consider
The Essential Guide to Estate Planning in 2024: Securing Your Legacy
July 9, 2024
Estate planning is an often overlooked but vital aspect of financial management. It’s not just for the wealthy or the elderly; it’s a crucial process
Evolving Estate Planning: Adapting Your Plan as Your Kids Grow
July 9, 2024
Estate planning is a dynamic process that evolves over time, influenced by changes in family dynamics, financial circumstances, and personal preferences. As parents, it’s essential
