Month: December 2024
December 24, 2024
How Can My Estate Plan Help My Child with Special Needs?
A Special Needs Trust or Supplemental Needs Trust (SNT) can be a powerful way to incorporate in your estate plan to make…
December 17, 2024
Preserving the Past: How to Protect Sentimental Items in Your Estate Plan
When creating an estate plan, we often focus on protecting wealth or securing a legacy. One thing that is easy to overlook…
December 10, 2024
When Your Kids Are Not Ready for an Inheritance: Smart Estate Planning Strategies
Planning for the future is about more than deciding who gets your assets—it is about ensuring your legacy is managed responsibly and…
December 3, 2024
Estate Planning: A Gift That Lasts Beyond the Holidays
The holidays are a time to come together with loved ones, share traditions, and create memories that last a lifetime. But let’s…