Family Wealth Planning: Steps On How To Leave Your Family (& The World) A Better Place
Guilt. When You Are A Parent, You Feel Guilty It’s just how it is. Regardless of what the issue is, you hovered over your kids, you worked too hard, you regret…
A Plan To Protect What’s Most Important: Your Kids
Most People Approach Summer Activities With Some Sort Of Planning To Keep Their Young Children Safe Amidst All Of The Warm Weather Activities Sadly, even with the proper plans and…
Newly-Single? 5 Financial Protection Strategies & Advice To Help
When you find yourself newly-single again, there are so many emotions and concerns to consider. Your financial health could be flung into your face or if it hasn’t been, you…
Why You Should Get Your Kids An Estate Plan
When A Kid Turns 18, He Or She Is Thinking About College, Boyfriends Or Girlfriends, Music & Fun The new ADULT is NOT thinking about an estate plan and you…
Make Your Estate Plan Part Of Your Travel Plan
Heading On Your Trip Of A Lifetime? Add Completing Your Estate Plan To Your Packing List Americans are traveling more and more as the world shrinks. With online booking as…
Green Burial – A Gift
For Thousands Of Years, Burial Of Our Dead Has Occurred In The Ground Most of those burials have been green meaning no harmful chemicals were used on the bodies being…
Will-Based Plan VS A Trust-Based Plan – What’s The Difference?
The Difference Between Will-Based Plan VS A Trust-Based Plan This question arises frequently: what IS the difference between a Will-based plan and a Trust-based plan so you can make an…
The Homeless: What Happens When They Die?
From San Diego to NYC, from our own home in Phoenix to Florida, many, many people are homeless, indigent and broke. You can see them line up at shelters, near…
5 Pieces Of Retirement Advice We Should Seek From Our Parents
When It Comes To Retirement Advice Our Parents Are The Ones To Ask When we talk about retirement, most of us are still thinking about our parents’ retirement and how…
Pass The Potatoes & By The Way, Did You Get Your Living Trust Done Yet? Four Estate Planning Conversation Starters
Matters Of Death & Incapacitation Are Hardly Lively Topics For The Thanksgiving Dinner Table Yet, while it can be uncomfortable to talk about estate planning matters with family, it does…