When a retired professional lost access to his email, Microsoft account, and cloud-based tax software, what should’ve been a simple tech visit turned into a 12-hour crisis. The culprit? Forgotten passwords, failed devices, and no backup plan. In this true story, we share how Jim helped recover his digital life—and why you need a digital estate plan before it’s too late.
They meant to get their plan in place—but life kept getting in the way. In this post, we share the heartbreaking story of a couple who waited too long, and the reminder it gave us all: estate planning isn’t just about paperwork. It’s about protecting your family when it matters most.
It shouldn’t take a funeral to bring family back together—but too often, it does. In this post, we reflect on what really matters: reconnecting before it’s too late, healing old wounds, and leaving a legacy of peace—not just on paper, but in your relationships.
If you’re raising a child with special needs—or have an adult child who depends on you—a simple will may not be enough. Learn how a Special Needs Trust can protect benefits, ensure wise management of funds, and provide long-term peace of mind for your loved one.
A simple will may seem like enough—but for families with young kids, special needs, or blended dynamics, it can leave major gaps. Learn the three family situations where a will falls short—and how to protect your loved ones with clarity, privacy, and peace of mind.
Your child may be headed to college, but the moment they turn 18, you’re no longer legally allowed to make medical or financial decisions for them—even in an emergency. Before they leave home, make sure you’ve completed these three simple documents every young adult needs for protection and peace of mind.
