Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
Vacation Ready: Essential Legal Preparations for a Worry-Free Getaway
Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews
Want to Grow Wealth? Warren Buffet’s Unexpected Investment Advice
4 Ways to Use AI to Make Life Easier for You and Your Family
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Why Every Adult Needs A Living Will
Green Funerals: 6 Eco-Friendly Options For Your Remains
7 Issues To Consider When Purchasing Disability Insurance
5 Smart Ways To Pay For Your Funeral That Won’t Leave Your Family To Foot The Bill
Life Planning
The Downsizing Generation: Handling a Surplus of Stuff When a Loved One Ages
As the baby boomer generation ages—and downsizes—more and more adult children will be tasked with going through their loved one’s belongings to decide what to do with everything. As more and more people downsize after retirement, china sets, furniture, heirlooms,…
Weathering the Storm: How Families Can Plan for Natural Disasters
Planning for natural disasters is more than just stocking up on canned food and water. In a natural disaster, food and water will keep you alive, but how will you rebuild your life if your home and community are devastated?…
How Legal Planning Helps Build a Strong Blended Family
Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in which one or more of the parties comes with children from a prior marriage. And…
Financial + Legal Planning for Unmarried Couples: Should You Legally Marry or Not?
While the Supreme Court issued a landmark decision to legalize same-sex marriage in the U.S. making it possible for people of all sexual orientations to marry, many modern couples (of all genders and sexual orientation) still choose against marriage. If…
Think Your Salary Can Bring You Safely to Retirement? Think Again.
In the sea of financial planning wisdom, there are too few messages about the importance of mindset. Gone are the days when simply saving money was enough to get you to retirement. With pensions practically a thing of the past,…
Facing Grief After the Death of a Loved One Can Be the Key to a Life of Health and Wholeness
If you have ever met someone who repeatedly sabotaged their life or seemed to have a hard time moving things forward, despite the best of intentions, it may be that they were dealing with unprocessed grief. Most people have never…
The Unexpected Costs of Caring for Elderly Parents In Your Home
Multi-generational households are becoming the new (or maybe it’s really old) in vogue way to handle the care of aging parents. And we’re all for it so long as you consider the implications and set your family up for success.…
Your Rights as the Parent of a Young Adult – What to Know When a Medical Crisis Hits
As a parent, you are most likely quite accustomed to managing the legal and medical affairs of your children, as circumstances require. If your child requires urgent medical attention while away from you, a simple phone call authorizing care usually…
What Happens to Your Body When You Die? The Choice Can Be Yours.
Many of us are too afraid of death to carefully consider what happens to our bodies after we die. Unfortunately, failing to plan for that event can leave your wishes unattended to and your family grief struck and unsure how…
How (and Why) to Disinherit a Child or Grandchild
Completely disinheriting a child or grandchild should be reserved for extreme circumstances. And, if those circumstances exist in your family, it’s critical to ensure that you’ve taken the proper planning steps so that you are not leaving your loved one’s…
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