8 Smart Estate Planning Steps to Help You Feel at Peace

With all of the worries most adults have on their plate, from their job to their family obligations, let’s ensure financial security and inheritance decisions are not part of the mix. Using these 8 estate planning steps, we can help you feel a sense of Read More …

10 Ways to Stay Productive

Whether we like it or not, we all procrastinate at some point, whether it’s by putting off household chores or preparing for that presentation in the morning. There are many reasons why people procrastinate, such as a lack of time management or a desire to Read More …

The Million-Dollar Guide To Estate Planning

Estate planning is essential for everyone, no matter how simple or small the estate. But once your estate edges close to $1 million, the complexities increase. Unless your estate is valued at more than $5.43 million—or $10.86 million for a married couple—you’re exempt from federal Read More …

6 Essential Estate Planning Steps For You And Your Parents

We’d been married for more than 30 years and were very close with Terrie’s mother “Jean,” spending every holiday and Sunday together (her name has been changed here for privacy reasons). But our happiness turned into a nightmare in the span of just a few Read More …