Workshops

Did you know that billions of dollars in unclaimed assets are sitting with state governments, waiting for their rightful owners? On National Unclaimed Property Day, it’s a reminder that lost assets aren’t just a distant issue—they could be yours. Forgotten bank accounts, life insurance policies, and retirement funds often slip through the cracks due to lack of planning. How can you prevent this from happening to your hard-earned assets? A well-organized estate plan, complete with an updated asset inventory, ensures your wealth reaches your loved ones—not state custody. Ready to take the next step? Let’s create a Life & Legacy Plan that safeguards everything you’ve built.

Disasters can strike without warning, making preparation essential to protecting your family and future. Whether facing a wildfire, hurricane, or flood, having a well-thought-out plan ensures you can act quickly and recover smoothly. Packing a go-bag, securing important documents, and creating a clear evacuation plan can make all the difference. But preparation goes beyond physical safety—estate planning plays a vital role in ensuring your loved ones are protected, even in emergencies. A Life & Legacy Plan gives you the power to safeguard your assets, appoint trusted decision-makers, and provide for your children, no matter what happens. Taking these steps now means peace of mind for you and security for your family when it matters most.

Most Americans are falling behind on estate planning, with only 32% having a will in 2024. Many believe myths like “I don’t have enough assets” or “My spouse will handle everything,” but these misconceptions can leave loved ones facing court battles, unexpected taxes, and financial hardship. Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their family and ensure their wishes are honored. A Life & Legacy plan keeps your loved ones out of court and conflict while securing your legacy. If you don’t have a plan (or yours is outdated), now is the time to act. Book a call with us today!

Did you know that billions of dollars in unclaimed assets are sitting with state governments, waiting for their rightful owners? On National Unclaimed Property Day, it’s a reminder that lost assets aren’t just a distant issue—they could be yours. Forgotten bank accounts, life insurance policies, and retirement funds often slip through the cracks due to lack of planning. How can you prevent this from happening to your hard-earned assets? A well-organized estate plan, complete with an updated asset inventory, ensures your wealth reaches your loved ones—not state custody. Ready to take the next step? Let’s create a Life & Legacy Plan that safeguards everything you’ve built.

Disasters can strike without warning, making preparation essential to protecting your family and future. Whether facing a wildfire, hurricane, or flood, having a well-thought-out plan ensures you can act quickly and recover smoothly. Packing a go-bag, securing important documents, and creating a clear evacuation plan can make all the difference. But preparation goes beyond physical safety—estate planning plays a vital role in ensuring your loved ones are protected, even in emergencies. A Life & Legacy Plan gives you the power to safeguard your assets, appoint trusted decision-makers, and provide for your children, no matter what happens. Taking these steps now means peace of mind for you and security for your family when it matters most.

Most Americans are falling behind on estate planning, with only 32% having a will in 2024. Many believe myths like “I don’t have enough assets” or “My spouse will handle everything,” but these misconceptions can leave loved ones facing court battles, unexpected taxes, and financial hardship. Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their family and ensure their wishes are honored. A Life & Legacy plan keeps your loved ones out of court and conflict while securing your legacy. If you don’t have a plan (or yours is outdated), now is the time to act. Book a call with us today!