Family Finances

February 10, 2025

Avoid the Freeze: Keep Your Estate Plan from Going Cold

Avoid the Freeze — As the winter months settle in, it’s a good time to reflect on the importance of keeping things up to date—including your […]
January 17, 2025

The Treasure Map of Tomorrow: A Guide to Your Legacy

The Treasure Map of Tomorrow: A Guide for Your Loved Ones to Your Legacy When we think of treasure maps, visions of adventure, secrets, and hidden […]
January 7, 2025

New Year, New Plans: How Seniors Can Protect Their Legacy and Well-Being

As the new year begins, many seniors reflect on the past and look forward to making positive changes for the future. The start of a new […]
December 11, 2024

Navigating Holiday Indulgence and Family Finances

The time between Thanksgiving and Christmas is a whirlwind of family gatherings, festive meals, and holiday cheer. But for many seniors, it can also be a […]