What To Do When Disaster Strikes No one likes to think about disasters, but when it happens, time is your most precious resource. Whether it’s a wildfire, hurricane, or flood, being ready to act can make all the difference for you and your loved ones. Having a clear plan helps you stay calm and focused...Read More
How Would You Know If Someone Left You Money in Their Will? On February 1st, National Unclaimed Property Day serves as a stark reminder of the approximately $60 billion in forgotten and abandoned assets currently held by state governments across the United States. These assets extend far beyond mere unclaimed funds, encompassing life insurance policies,...Read More
Common Estate Planning Questions Part 2: Understanding Wills vs. Trusts Let’s talk about something most people love to avoid – planning for when we’re not around anymore. We know – it’s not exactly happy hour conversation. But here’s the fact: taking care of this now could save your family from a mountain of headaches later....Read More
Common Estate Planning Questions Part 1: How to Protect My Assets From Being Seized Regarding estate planning, we get many questions about many topics that may be hard to talk about. One of the most common questions concerns account ownership and asset management. Understanding how accounts are titled and who can access them isn’t just...Read More
How are Those New Year’s Resolutions Going? February 4, 2025 In January’s newsletter, I shared my New Year’s Resolutions and plans for creating a better 2025. As you might expect, some initiatives are going well, and some are not going as well as hoped. Perhaps you know the feeling. I’ve worked out with a trainer...Read More
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