Legacy Estate Plannning Blog

This time of year, we gather around the table with loved ones, attend family events, and—just as so many holiday songs remind us—find ourselves talking about the “olden days of yore.” These moments are filled with laughter, reflection, and a shared sense of belonging. When we spend the holidays with those closest to us, there […]

As we slide—okay, tumble—toward the end of 2025, I’ve decided to get a head start on my resolutions for 2026. I’m giving myself plenty of runway because it may take the rest of the year to figure them out…and knowing me, they’ll be edited, redrafted, and mildly fussed over before midnight on New Year’s Eve.

It’s open enrollment season and that means it is time to make important decisions that can affect you and your family. Each fall, open enrollment gives employees a short window to review and update their benefits. Most individuals focus on the basics — health insurance premiums, deductibles, or maybe dental and vision plans. But open

As a business owner, manager, or human relations department you know that employees are your greatest assets in your business. They are often the backbone of your company and when your employees suffer, your business also suffers. Why Legacy Planning is Important in the Workplace. Research has shown that employees who have a positive work

Whether you’re an employee at your current company or a business owner, one thing remains true: benefits and work/life balance matter to employees. More than ever before employees are forced to balance the demands of work while also taking care of their children and aging parents, too. Why Employees Need Legacy Estate Planning Help. AARP

When you begin to think about legacy estate planning, you are likely to consider what will happen to you when you die, where your assets will go, and your end of life plans. However, legacy estate planning is much more than what happens after death, it also includes living NOW, in the future and the

In 2025 many companies and local businesses are increasing their employee benefits package to stay competitive in the growing job marketplace and drive employee satisfaction. In addition to offering insurance, many benefits packages include gym discounts or memberships, tuition reimbursement, wellness programs, free classes, professional development opportunities and even child care assistance. A growing number

Planning for the future is always a smart decision, regardless of your age, financial income, marital status or career. You have probably heard about estate planning, helped a family member or friend, or possibly had to deal with the aftermath of the loss of a loved one who didn’t have any plans. Estate planning has

In the midst of life’s uncertainties, having a sense of reassurance can be a powerful comfort. For many adults, the thought of planning for the future—especially in terms of legacy and estate planning—can evoke feelings of anxiety. However, with The Guardian’s Gift Time Capsule, you can transform those worries into a profound sense of security

As people age, their needs evolve in myriad ways, encompassing physical, emotional, and psychological dimensions. One often overlooked but profoundly important aspect is spiritual care. For senior adults, spiritual well-being can play a crucial role in providing comfort, meaning, and connection. Let’s explore why spiritual care matters for older adults and how we can address

In our busy lives, it’s easy to overlook the importance of reflecting on our journeys. We often focus on daily tasks and responsibilities, sometimes forgetting to celebrate our achievements and the values that shape who we are. However, with The Guardian’s Gift Time Capsule, you have the perfect opportunity to take a step back, recognize

Dealing with the death of a loved one is challenging enough without having to navigate the often murky waters of probate. This legal process, which involves validating a deceased person’s will and ensuring their estate is properly administered, can be a significant source of frustration and financial strain. In this blog, we’ll explore the common