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Tag: Estate Planning

Return home Estate Planning

Tag: Estate Planning

Vacation Property Estate Planning Tips

Posted on July 18, 2024

Owning a vacation property is a special thing. It's not just about the money; it holds lots of memories and fun times. However, passing it down to your kids can be tricky. Without a good plan, family fights and...

Vacation Property Estate Planning Tips Continue reading…

Aretha Franklin: Estate Planning Mistakes

Posted on May 21, 2024

Aretha Franklin, the Queen of Soul, had a career spanning nearly 60 years, releasing 38 studio albums and 6 live albums. Despite her fame, her estate planning caused controversy after her death. She left behind two wills that led...

Aretha Franklin: Estate Planning Mistakes Continue reading…

Cultivating New Connections through Networking

Posted on February 20, 2024

February, often seen as the month of love, also holds the title of International Networking Month. In today's world, building relationships with others is crucial for our overall health and mental well-being. Many people work remotely or live far...

Cultivating New Connections through Networking Continue reading…

Family & Love Is in the Air: Have You Protected Your Loved Ones?

Posted on February 19, 2024

As family and friends ready as Valentine's Day approaches, typically a time for expressing love through gifts and cards, consider a distinctive way to show your affection—by contemplating your estate plan.

Embrace this thoughtful planning...

Family & Love Is in the Air: Have You Protected Your Loved Ones? Continue reading…

If You Own Any of These Assets, You Need to Watch Their Value

Posted on January 12, 2024

In 2024, it's crucial to review your estate plans due to potential changes in estate tax laws by the end of 2025 under the Tax Cuts and Jobs Act. This law might reduce the estate tax exemption, a limit...

If You Own Any of These Assets, You Need to Watch Their Value Continue reading…

Care: Choosing the Right Person for Your Pet’s Well-being

Posted on December 18, 2023


Life is full of unexpected events, and while we often care to plan for many eventualities, our beloved pets might sometimes get overlooked. Ensuring their well-being during unforeseen circumstances is crucial. Here's a deeper dive into planning for your...

Care: Choosing the Right Person for Your Pet’s Well-being Continue reading…

Assembling Your Own (Estate Planning) Team

Posted on November 19, 2023

Imagine building your own dream team, much like creating a star lineup in fantasy football. Just as each player in a game has unique strengths contributing to the team's success, having a solid team of experts is essential for...

Assembling Your Own (Estate Planning) Team Continue reading…

Becoming Up-to-Date for Estate Planning

Posted on October 23, 2023

In today's world, we have easy access to information on the internet, but there are still some misunderstandings about estate planning. Many of us don't take the time to learn about it because we might not realize...

Becoming Up-to-Date for Estate Planning Continue reading…

Estate Planning Tools You Need

Posted on October 23, 2023

Estate planning is like taking a roll call to make sure everything is in place. Just like you need all your classmates in school, you need specific legal tools for a complete estate plan. These tools help...

Estate Planning Tools You Need Continue reading…

Hunger Action Month: Taking Steps to End Hunger in America

Posted on September 19, 2023

Every September, we observe Hunger Action Month, a campaign initiated by Feeding America in 2008 to raise awareness and inspire action against hunger in the United States. Hunger is a critical issue, affecting over 34 million people,...

Hunger Action Month: Taking Steps to End Hunger in America Continue reading…
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