Category Archives: Blog

Growing Family? Time to Audit Your Insurance Policies

As your family size grows, there is lots to prepare for and consider. Adding a new family member can affect your finances and create a need for more protections. Reassessing your insurance coverage might not be at the top of your list, but policies should always be audited when changes in your family life occur […]

How (and Why) to Disinherit a Child or Grandchild

Completely disinheriting a child or grandchild should be reserved for extreme circumstances.  And, if those circumstances exist in your family, it’s critical to ensure that you’ve taken the proper planning steps so that you are not leaving your loved one’s with a guaranteed lawsuit or other conflict after you are gone.  First, let’s get clear […]

32 Questions You Need to Ask Your Loved Ones

What can we learn from earlier generations? Quite a bit, says Brendon Burchard, but only if we ask the right questions. Burchard, famed personal development trainer and author of The Motivation Manifesto (Carlsbad, Hay House, 2014), says asking your mother, father and/or another loved one these 32 important questions can teach you valuable lessons about […]

Prince Didn’t Have a Will But Here’s Why You Should

Even after death, celebrities are highly publicized for their mistakes, many of which we make ourselves. This time last year, superstar musician Prince died suddenly, leaving no will, and the management of his substantial estate fraught with legal complications and added costs. It’s easy to assume that the wealthiest among us have all their ducks […]

Legal Issues Involving Grandparents Caring for Their Grandchildren

Raising a grandchild (or even spending a lot of time with your grandchild while his or her parents work) can be fraught with legal and financial complications. Lacking many of the inherent rights parents have, grandparents who are responsible for the care of their grandchildren may encounter unexpected legal challenges. If you are your grandchild’s […]

How Can I Plan for a Strategic Retirement?

Are you approaching retirement? Not sure how you can ensure a smooth transition from working life to retired life?  Walking away from regular paychecks and employer-provided benefits can feel a little nerve wracking. Minimize the impact of these major life changes by planning accordingly. Time It Get your timing right. Review and understand your employer’s […]