Monthly Archives:: October 2024

In an unpredictable world, being prepared for disasters is essential for the safety of you and your loved ones. Our guide offers practical steps to help you create a go-bag, stock up on essentials, and invest in the right insurance coverage. We also emphasize the importance of establishing a Life & Legacy Plan to ensure your wishes are honored and your family is cared for in times of need. Join us in building a resilient future – let’s equip you with the tools and knowledge to navigate any challenge that comes your way! Ready to learn more? Schedule a Life and Legacy Planning Session with us today! READ MORE

Every year, around 600,000 individuals go missing in the United States, leaving their loved ones to face not only emotional distress but also significant practical challenges. From managing financial affairs to addressing property and debts, it’s crucial to tackle these issues promptly. After reporting a missing person to law enforcement, families should check for any existing legal documents, like a financial power of attorney, that could assist in handling their affairs. If such documents aren’t available, seeking a conservatorship may be necessary. Navigating these complexities can feel overwhelming, but you don’t have to do it alone. If you need guidance with the legal affairs of a missing loved one or want to discuss estate planning, we’re here to help – schedule a Life and Legacy Planning Session with us today. READ MORE

In an aging society, facing end-of-life decisions for loved ones can come sooner than expected. A recent story by Maggie Schneider Huston illustrates the emotional complexities involved. Maggie’s experience with her father’s advance directive highlights the importance of not only creating such a document but also ensuring that it is readily accessible and that your chosen advocates are prepared to stand up for your wishes. READ MORE

A community property trust can be a powerful tool for couples with highly appreciated assets, offering significant tax savings by stepping up the basis of jointly owned property when one spouse passes. In our latest blog, we explain how this type of trust works, its benefits, and how it fits into a broader estate plan. Not sure if it’s right for you? Learn more and schedule a Life and Legacy Planning Session with us to explore your options! READ MORE

A power of attorney (POA) is a powerful legal tool, but it may not work the way you expect. Many people assume a POA gives someone indefinite access to their finances, but it actually ends upon death. In our latest blog post, we clear up common misconceptions about POAs, explain the different types, and show you how a living trust can ensure your finances are managed without disruption. Ready to protect your legacy? Schedule a Life & Legacy Planning Session with us today! READ MORE