Articles

Estate planning can be tricky, and it’s easy to make mistakes. Here are some common pitfalls and tips on how to avoid them. One of the most common mistakes is not updating your will. Life changes—such as marriage, divorce, the birth of a child, or the death of a beneficiary—should prompt a review and update […]

Creating an estate plan can feel like a big task, but with the right approach, it’s totally manageable. The first step in estate planning is to write a Will or create a Trust! What is a Will? A will, also known as a last will and testament, is a legal document that outlines your wishes […]

When you hear “estate planning,” you might think it’s something only for the ultra-wealthy. Surprise! Estate planning is for everyone, regardless of your bank balance. Here’s why it matters for you. Estate planning is about protecting your family, ensuring that they are taken care of financially if something happens to you. It’s not just about […]

If you’re looking for a fun and meaningful way to bring your loved ones together while also planning for the future, look no further than family meetings. In this blog post, we’re shining a spotlight on the power of family meetings—what they are, why they matter, and how they can strengthen bonds and ensure everyone […]