USING A STANDBY SUPPLEMENTAL NEEDS TRUST TO PROTECT YOUR LOVED ONES We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When planning for the future, it is also important to consider […]
THREE STEPS TO PRIORITIZE YOUR HAPPINESS AND THE HAPPINESS OF YOUR LOVED ONES Not only is January the first month of a new year, it is also a time when many celebrate Hunt for Happiness Week (January 16-22, 2022). Happiness is something that humanity, in large part, […]
WHY YOU MIGHT NOT WANT TO NAME YOUR ADVISOR AS A BENEFICIARY Imagine the following scenario: For years, you have worked with a valued professional advisor who has become a close friend, maybe even closer than some of your family members. You know her family, attend church with her, and […]
WHAT TO DO IF YOU ARE IN A FENDER BENDER AND HOW IT MIGHT AFFECT YOUR ESTATE PLANNING In the words of George R. R. Martin’s fictional characters from the noble house Stark, “Winter is coming.” Along with this change of seasons comes a change in driving conditions in much […]
ESTATE PLANNING AWARENESS WEEK: DON’T FALL VICTIM TO THESE COMMON MYTHS Next week is Estate Planning Awareness Week (October 18–24, 2021). To that end, this month’s newsletter is geared toward helping you become aware of and better understand common estate planning myths. Left unaddressed, these myths can create serious […]