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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
A is for the ABLE Act may help with Special Needs Planning
Families and financial planners alike know how difficult it is to plan accordingly for a stable financial future …
