The Best Gift you can give your family Learn more
The primary goal of estate planning is the smooth transition of your legacy. However, even the most careful and well-intentioned person can stumble along the way. Here are eight estate planning mistakes you will want to avoid. 1. Not having a plan When it comes to estate planning, many people choose to avoid it. There […]
We all plan and prepare for the many major events during our lives, however, very few of us plan and prepare for the final event – our own funeral. Nobody likes to think about dying, let alone plan for it. But the act of planning and communicating your final wishes is the most thoughtful and […]
You can’t escape the dread when you recognize your parents are becoming more afflicted with age, fragility, and a fading memory. You realize they are living in a house too big to manage with cupboards and closets filled with decades of stuff and memories. It is time for them to downsize and move to a […]
Use of a bank safe deposit box can be a helpful tool in securing important personal documents, collectibles and family heirlooms. I have outlined six important factors to consider before deciding if a safe deposit box should be used as a part of your family legacy drawer. 1. How does a safe deposit box work? A safe deposit […]