Workshops

Understanding how your accounts and assets are titled is crucial for ensuring a smooth transfer to your loved ones while avoiding common pitfalls. In this first part of a two-part series, we answer key questions about joint ownership, transfer-on-death designations, and how to best structure your estate plan to protect your assets.

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.

Understanding how your accounts and assets are titled is crucial for ensuring a smooth transfer to your loved ones while avoiding common pitfalls. In this first part of a two-part series, we answer key questions about joint ownership, transfer-on-death designations, and how to best structure your estate plan to protect your assets.

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.