Legacy Estate Plannning Blog

Aging, money and the future can be difficult conversations to have with those you love, but they don’t have to be. Over time you can probably think back and recall someone who you know who had to manage a difficult situation due to an unexpected illness, emergency or death. Being prepared is key to managing […]

Harold, a valued 10-year employee at your company, has found himself suddenly as part of the “sandwich generation”; taking care of his own young family while also caring for his aging parents. His mother was recently diagnosed with dementia, and his father has his own medical struggles. In an effort to balance his career, his

Whether it’s a winter ice storm, an unexpected tragedy, or perhaps a pleasant surprise in your life, one fact remains, being as prepared as possible for life’s events will bring peace, comfort and could save you time and money. Why You Should Prepare. Unexpected life events frequently cause significant financial and personal disruption, stress and

Regardless of your age, you’ve probably considered your future, created goals, and maybe you have even put together a written plan. Somewhere along the way you’ve heard the phrase “estate planning” but have asked yourself, what does that really even mean, does it even pertain to you, or do you even need one? Estate Planning.

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