Posted on: July 15, 2024
Moving away from home is a significant milestone in adulthood. For the first time, you might have to secure housing, buy insurance, sign up for utilities, and manage your finances. This can feel overwhelming as you adapt to a new living environment and possibly a new career. With greater independence comes more responsibility. Your family […]
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Posted on: July 11, 2024
Fewer people are creating estate plans today than in years past. Research shows that, in 2024, less than one-third of Americans report having a will.[1] Every adult—19 or 99—should have a will at a minimum. Many people can also benefit from estate planning documents such as trusts, powers of attorney, and advance directives. But even […]
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Posted on: July 8, 2024
As a millennial, you are contributing to the workforce in a significant way and are making positive changes in the world around you. We understand that your concerns may differ from those of a different generation, and we are here to help you craft an estate planning process that protects your future and addresses the […]
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Posted on: July 4, 2024
As you celebrate the Fourth of July and all it represents - freedom, independence, and the pursuit of happiness -, take pride in the ultimate American liberty: the right to decide your affairs, even after death or in the event of incapacity. An estate plan, specifically a Life & Legacy Plan, is the way to […]
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Posted on: July 1, 2024
June marked Men’s Health Month, a time dedicated to raising awareness about health issues predominantly affecting men and encouraging the early detection and treatment of disease among men and boys. So, let’s turn the focus to you, gentlemen. You already know that taking care of your health allows you to prolong your life and enhance […]
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Posted on: June 27, 2024
You started your business as a labor of love, nurturing it through those challenging early years with grit and personal sacrifice. Over time, that seedling grew into a thriving enterprise through your sheer force of will and hands-on leadership. In the midst of this journey, how could you possibly contemplate the notion that replacing yourself might […]
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Posted on: June 24, 2024
When your child turns 18, they’re legally considered an adult even though they have much more growing to do (though they may not think so!). Just like any other adult, their health and financial information is protected by privacy laws. But unlike any other adult, that’s still your child, and you want to support them […]
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Posted on: June 20, 2024
The rise of home-based businesses represents a fundamental shift in how Americans work. Home businesses offer their owners a convenient and flexible way to earn income without commuting to a traditional office. They may also qualify for tax breaks through home office deductions. Self-employed individuals who pay their own Social Security and Medicare taxes under […]
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Posted on: June 17, 2024
Having an estate plan is a great way to ensure you and your loved ones are protected today and in the future. When creating an estate plan, we look at what is going on in your life at that time. But because life is full of changes, it is essential to make sure your plan […]
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