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6 Documents You Need to Preserve Family Legacy
March 19, 2025By Debra Taylor, CPA/PFS, JD, CDFA You may be surprised at some of the documents...
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Protecting Your Business: The Importance of Estate Planning
March 11, 2025As a business owner, you’ve invested countless hours and resources into building your company. But...
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Planning So Your Loved Ones Don’t Have To
March 5, 2025One of the greatest gifts you can give your family is a well-prepared financial plan...
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FINANCIAL FOCUS: Avoid becoming ‘burden’ on grown children
March 4, 2025Here’s an interesting statistic: Some 72% of retirees say one of their biggest fears is...
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Setting Up an Estate Plan
February 19, 2025Estate planning is one of the most important steps you can take to protect your...
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How Can I Contest a Will During Probate?
February 6, 2025Contesting a will during probate is a significant legal undertaking that requires a thorough understanding...
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Understanding long term care from a financial perspective
December 11, 2024Developing a long-term care (LTC) financial plan is essential for ensuring that your loved ones...
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Long Term Care Financial Planning
December 11, 2024Planning for long-term care (LTC) is a critical component of any comprehensive financial plan, yet...
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A Senior’s Guide to Estate Planning
November 3, 2024Estate planning is crucial for older adults, yet many lack essential documents like wills and powers of attorney. These legal tools guide your representatives in fulfilling your end-of-life wishes, reduce the burden on loved ones, and prevent family conflicts after you are gone.
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How to Deal With Your Inherited Home
November 2, 2024Dealing with an inherited home is a complex subject, and there are several complicated issues to resolve. Additionally, it is not uncommon for a person selling an inherited home to have a sentimental attachment to the property, with the sale being the result of a recent death in the immediate family. This adds an emotionally overwhelming component to the transaction.
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