blended families with adult children

10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 2

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it altogether until it is too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind.  To …

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10 Common Estate Planning Mistakes Your Family Can’t Afford to Make—Part 1

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or simply ignore it together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind.  To complicate …

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How Creating A Life & Legacy Plan With Us Creates And Preserves Your Family’s Legacy

When you think about loved ones who have passed away, you probably do not think very much—or even at all—about the “things” they have left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings the item evokes, not the thing itself. For the …

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How to Title Large Purchases

(Originally published July 3, 2019) When making a large purchase people do not generally give much thought to how that asset is titled.  They will most likely default to owning it in their own individual name, or if they are a couple, in both of their names. What if I told you that how you …

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