866.603.5976
Monday-Thursday: 9am-5pm

Month: February 2025

February 25, 2025

You Are Ready for Estate Planning—But Your Spouse Is Not. Now What?

Estate planning is one of those things that everyone knows they should do, but not everyone feels the same urgency about getting…

Read More…

February 18, 2025

Choosing the Right Executor or Trustee When You Do Not Have a Trusted Family Member

Choosing someone to handle your estate after you are gone is a big decision. Ideally, you would pick a trusted family member,…

Read More…

February 11, 2025

Leaving a Legacy Through Testamentary Gifts

Estate planning is more than an opportunity to pass assets to loved ones; it is also a way to leave a lasting…

Read More…

February 4, 2025

February is National Senior Independence Month—Are You Prepared?

February is National Senior Independence Month, a reminder of the importance of maintaining autonomy and quality of life as we age. One…

Read More…