by ruby | Jul 25, 2023 | Estate Planning, Tips, Trusts, Wills
Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the minority of U.S. adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is...
by ruby | Jul 25, 2023 | Probate
In estate planning circles, the word “probate” often carries a negative connotation. Indeed, for many people—especially those with valuable accounts and property—financial planners recommend trying to keep accounts and property out of probate whenever possible. That...
by ruby | Jul 25, 2023 | Estate Planning, Tips
Not only is Disney’s award-winning animated film Encanto hugely entertaining, it also contains the following valuable estate planning lessons: Leaving a family legacy is important and can have an impact beyond your immediate family. Be sure to consider the...
by ruby | Jul 25, 2023 | Estate Planning, Tips
A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your...
by ruby | Jul 25, 2023 | Estate Planning, Legacy
Don’t Have a Lot of Money? Here Are Seven Ways You Can Still Leave Your Family a Great Legacy. Although the word “inheritance” usually conjures up images of property or accounts with significant monetary value, you can leave your family an even longer-lasting...
