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Today’s Kids Have Fears About Money! According to 56.4% of teens are afraid of money. For instance, worrying about how to pay for things. (More) If you have grandchildren, have you ever offered them financial advice? You should, because 85% of today’s grandchildren would likely appreciate it, according to a study by the Massachusetts Institute of […]

The Loving Gift You Leave Behind


A Gift of Love What happens if something happens to you? Every year millions of dollars in life insurance policies, bank accounts and safe deposit boxes go unclaimed because family heirs are unaware that those assets exist. Don’t let that happen to your loved ones and beneficiaries! Our book, “Organizing Your Family Legacy”, is a valuable […]

What is Estate Planning?


What is an Estate, Really? Quick! What do you think of when you hear or read the word “Estate”? If you’re like a lot of us, you picture a big beautiful manor, wide expanse of lawn with a house worthy of the cover of Architectural Digest, with maybe some glossy thoroughbred horses out in the […]

Estate Planning Made Easy


Don’t Leave Your Loved Ones Unprepared Chances are you have prepared your will, trust and other estate planning documents. You have probably selected a family or friend to be the trustee/executor of your estate at the time of your incapacity or death. You may even have shared your funeral and end-of-life wishes with those close […]