c. #EstatePlan
Saying Goodbye Part 3
Say It from the Heart and Pay the Bill You’ve planned your exit and your epic send-off, but there’s more to estate…
Saying Goodbye Part 2
Party, Mourn, or Pass? Planning Your Farewell Bash Okay, so you’ve decided what to do with your remains (diamond tiara, anyone?). Now,…
Saying Goodbye Part 1
What Happens to You After You’re… Well, Gone? Saying goodbye is tough, but let’s face it, we all check out eventually. Estate…
Myths and Frequently Asked Questions Leveling Up Your Clients’ Estate Plans
Alright, folks, let me tell you—nobody knows estate planning better than me, okay? I’m busting some myths here, so you can win…
What Is Next for Your Estate Plan – Part Three
Continuing with What’s Next, in the first two parts, we discussed that your estate plan should be flexible enough to make…
What’s Next for Your Estate Plan – Part Two
Continuing with What’s Next, your estate plan should be flexible enough to make changes as your life changes. Changes can include adding…
What’s Next for Your Estate Plan – Part One
Estate planning is tremendous, absolutely fantastic! It’s the best way to protect YOU and your family, today and for YEARS to come….
Myths and FAQs About Incapacity Planning
Estate planning might not be the sexiest topic, but trust me—it’s as critical as it gets. When it comes to planning…
