Regardless of how old you are or how much your things are worth, we all have things to pass on or instructions to leave for our loved ones. The estate planning process is for everyone. What would happen if you died tomorrow? Have you selected someone to take care of your children? Does your spouse […]
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Estate Planning Conversations
The holidays are a wonderful time and for some families, it may be the only time everyone is together. And if you can’t get together in person, you can consider getting together virtually with Zoom, Skype or Facetime. Having multiple generations together can make the holidays an ideal time to have some estate planning discussions. […]
Saving for Major Money Milestones
A money milestone is sometimes called a long-term goal or age related financial goal. They are targets to achieve by a certain age or stage in life. For instance, buying a home in your 30s or saving a certain amount of money by your 40s. These milestones can guide you to your goals and ensure […]