30 Sep, 2025
Why Have a Legacy Plan?
“The single biggest problem in communication is the illusion that it has taken place.” George Bernard Shaw. Perhaps truer words have never been spoken when it comes to intrafamily discussion surrounding financial and estate planning. In fact, a lack of communication is regarded by most as the single biggest challenge to leaving a lasting legacy. … Read More
30 Sep, 2025
What is a Legacy Plan?
Estate planning is commonly defined as the preparation of structures that serve to manage an individual’s asset base in the event of incapacitation or death. Having an estate plan is essential and as you consider crafting your own, you would be wise to consider how your estate fits into your overall legacy. As previously discussed, … Read More
12 Feb, 2025
Leaving Your Pet to Someone You Trust
According to the 2023–2024 American Pet Products Association (APPA) National Pet Owners Survey, 66% of U.S. households—approximately 86.9 million homes—own a pet. This statistic reflects how deeply woven pets are into the fabric of American families. We can provide for pets with our estate plans in case they survive us. Your estate plan can include … Read More