If you are among the 40% of Americans who believe they don’t have enough assets to have an estate plan, here’s a simple estate planning checklist for you to take to see if you’re right. ✅ If you check YES to only one item on the list below, then you’re right! ✅✅If you check YES…
While the topic of death is often avoided, Create a Great Funeral Day provides an opportunity to reframe how we view funerals—not as somber, obligatory ceremonies but as meaningful celebrations of life. Understanding the history and purpose of this day reveals how it has evolved to address deep cultural needs and taboos surrounding death and…
When it comes to managing life insurance policies, communication is key. Ensuring that important notices and updates are received and acknowledged can prevent misunderstandings and missed deadlines. One effective strategy to bolster this communication is by adding an additional recipient to your insurance policy notices from your life insurance provider. This is especially important for…
In today’s fast-paced digital world, the need to quickly and efficiently scan documents has become increasingly important. Whether you’re a student needing to submit assignments, a professional handling business paperwork, or someone who simply wants to digitize personal records, having the ability to scan documents with your phone can be a game-changer. With advancements in…
Estate planning is a critical aspect of financial management that often gets overlooked; however, given the unique challenges and responsibilities women face throughout their lives, effective estate planning is essential for ensuring financial security, protecting assets, and providing for loved ones. In this article, we’ll explore the importance of estate planning for women, common considerations,…
January is a time of reflection and resolutions. People often think about goals for the new year, and relationship repair is one of the most admirable. We are also on the heels of many family gatherings, some of which may have been strained, awkward, or uncomfortable. In our practice, we see the lasting and detrimental…
