DocumentChecklist-6
Answers from A to Z

G is for Gathering Important Life Documents

Why is this so important? Life is full of unexpected happenings. Having all of your important essential documents …

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Carve-your-name-on-hearts
Answers from A to Z

H is for Having a Heartfelt “Ethical Will” or “Legacy letter”

We all know we need a legal document called a will,  this helps provide our loved ones access …

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Last will and testament
Answers from A to Z

N is for There is No Time Like The Present to Make Your Will

We all know our time here is limited yet most of us fail to leave our loved ones …

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Carve-your-name-on-hearts
Answers from A to Z

H is for Having a Heartfelt “Ethical Will” or “Legacy letter”

We all know we need a legal document called a will,  this helps provide our loved ones access …

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P-is-for-protecting-your-digital-estate
Answers from A to Z

P is for Protecting Your Digital Estate

Have you considered the number of digital assets you have out there in cyberspace? Today many of us …

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Same-Sex-Couples3
Answers from A to Z

S is for Same Sex Marriages & Changes in Domestic Partnerships Health Care Options

Since the legalization of same-sex marriage, all married couples have the right to spousal coverage. Under the Affordable …

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prenup
Answers from A to Z

P is for Prepare that Prenup

Perhaps preparing a “prenup” isn’t the most romantic subject to address during your magical time of love, promise …

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Answers from A to Z

H is for Helping Your Beneficiaries Avoid a Big Tax Hit

Beneficiary structure is often overlooked when creating a  financial plan. Many have their spouses as their beneficiary and …

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Prenup-as-Estate-Planning-Tool-768x510
Answers from A to Z

P is Prenups as an Estate Planning Tool

As your wedding day approaches the last thing on your mind is estate planning. However, if you have …

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