By: Rachael Rode, Attorney [Estate Planning] Summary: Making estate planning the top priority for 2026 is argued to be the most critical New Year’s Resolution. Completing this process protects your wealth, ensures your medical wishes are honored, and secures your family’s future against potential crisis. Key steps include creating a Will, establishing Powers of Attorney, and updating beneficiary designations to … Read More
Ultimate Holiday Gift: Peace of Mind Through Planning
By: Samantha Thompson [Peace of Mind] The holidays are all about giving, however, there are times when the most meaningful gifts don’t fit under the tree. You don’t wrap them in shiny paper or top them with a bow. They’re found in peace of mind, clarity, and the knowledge that your family won’t be left scrambling if something unexpected happens. … Read More
Family Reunions: A Catalyst for Estate Planning
By: Samantha Banks, Attorney at Law [Family Reunions] Summary: Family reunions, despite their potential for chaos, often serve as a surprising catalyst for estate planning. These gatherings offer a unique chance to observe shifts in family dynamics and facilitate important conversations about long-term care or business succession. They also bring to light changes in family structure, like new marriages or … Read More