November 2024

As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing, and pumpkin pie are important (and delicious) traditions, this cherished holiday offers something even more valuable—a perfect opportunity to think about, discuss, and preserve your family’s legacy.  In this article, you’ll discover practical ways …

Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning Read More »

When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what many people don’t realize is that being an executor can turn into a demanding part-time (or full-time) job that lasts months or even years, often during a time …

The Hidden Truth About Settling a Loved One’s Estate Read More »

As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound commitment to protecting America’s future – and now it’s time to protect your family’s future through thoughtful estate planning I call Life & Legacy Planning. Just as …

Veterans: Your Legacy is Worth Protecting Read More »