A Mother’s Day Legal Planning Guide
Mother’s Day is a time for celebration, reflection and maybe a moment to talk about the hard stuff. As our parents age, many of us find ourselves navigating unfamiliar territory: future care, legal paperwork, long-term care expenses and awkward but necessary conversations about estate planning. But planning for the future doesn’t have to be grim […]
Mothers Need More Than Flowers
Women were already more likely to experience the stressors of “sandwich generation” caregiving – providing assistance to a parent, while raising children. Women are more likely than men to withdraw partially or fully from the workforce when caregiving demands are high – negatively impacting their career advancement and retirement savings.
Make Life Easier for Heirs: Get Your Estate Organized
It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.
Organize Your Important Papers and Get Personal and Financial Affairs in Order
The first step in getting your affairs in order is to gather up all your important personal, financial and legal information, so you can arrange it in a format that will benefit you now and your loved ones later.
Estate Planning Strategies for a Family Business
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age
A senior life plan can reduce the burden on loved ones by addressing medical, financial and legal needs before they become urgent.
Resolve to Do Your Estate Planning in 2025
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Money Tips for the New Year
If you want to look back on 2025 with great satisfaction, here are some financial moves you might make now or soon.
Review and Update Estate Plan in the New Year
The start of a new year is the perfect time to review your estate plan, ensuring that it reflects your current wishes and safeguards your legacy.
Facing the Future: Your Essential Estate Planning Guide
Let’s face it, thinking about the future can be daunting, but when it comes to estate planning, a little proactive effort now saves your loved ones a mountain of stress later. Here’s the ultimate guide to ensure your wishes are known, your assets are protected, and your legacy lives on. Take Control of Your Medical […]
