Estate Planning

Why Millennials Are Estate Planning and Why You Should Too

The Pew Research Center defines the Millennial Generation as anyone born during the years 1981 through 1996. In 2022, “Grandmillennials” will be turning 41 years old, while our youngest Millennials will be turning 26. Millennials are a dynamic generation who have brought us exciting and transformative new technologies like social media and who tend toward… Continue Reading Why Millennials Are Estate Planning and Why You Should Too

Easy Money-Saving Tips

Leaving a meaningful legacy for your heirs and beneficiaries takes planning. Inheritances are generally a direct result of a lifetime of savings and careful spending. But if you have been to the store lately or started the process of making a big purchase, you have probably noticed a sharp increase in prices. It appears our… Continue Reading Easy Money-Saving Tips

10 Strategies for Avoiding Challenges to Your Estate Plan

A thoughtfully created estate plan is key to reducing challenges by family members or other outside influences. Below are 10 strategies to discuss and implement with your estate planning attorney that could potentially reduce challenges to your estate plan and create a more meaningful legacy for your beneficiaries. 1. DON’T PROCRASTINATE! If you wait to… Continue Reading 10 Strategies for Avoiding Challenges to Your Estate Plan

Fiduciary

What is a Fiduciary?

The caregiving and supporter role often arises out of crisis. A loved one becomes disabled, or worse, unexpectedly passes away. It’s natural for family members and friends to want to help, but it’s also important to consider the legal obligations underpinning these roles. Defining “Fiduciary” Fiduciary roles often arise out of legal documents and relationships… Continue Reading What is a Fiduciary?

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