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Recent News and Event

Live Webinar March 22nd at 6PM! Now is the time to protect and plan!
Our webinars are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe.
March 16, 2023
How often should I review my estate plan?
Estate planning is an essential part of securing your financial future and ensuring that your assets are distributed according to your wishes after you pass away. However, estate planning is not a one-and-done process.
March 15, 2023
Live Webinar March 21 at 10AM! Now is the time to protect and plan!
Our webinars are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe.
March 14, 2023
Is an UTMA Account the Best Way to Hold a Minor's Inheritance? Here's What You Need to Know.
An UTMA account, or Uniform Transfers to Minors Act account, is a type of custodial account that allows a minor to receive a gift or inheritance from a parent, grandparent, or other relative.
March 13, 2023
Live Webinar March 19th at 6PM! Now is the time to protect and plan!
Our webinars are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe.
March 12, 2023
Live Webinar March 18th at 10AM! Now is the time to protect and plan!
Our webinars are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe.
March 11, 2023
Should you pay your parent’s LTC Premiums?
Caring for aging parents is a challenging and emotional experience for many adult children. It is important to consider all of the options when planning for their long-term care needs. One such option is Long Term Care (LTC) insurance.
March 10, 2023
Live Webinar March 15th at 6PM! Now is the time to protect and plan!
Our webinars are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe.
March 9, 2023
Is probate really all that bad? I’m not so sure why everyone said I should avoid it.
Probate is the legal process that occurs after someone passes away. It involves the distribution of the deceased person's assets and the settling of their debts.
March 8, 2023
Live Webinar March 14 at 10AM! Now is the time to protect and plan!
Our webinars are designed to be educational, interactive, informative and generate relevant discussion for attendees. Modern Estate Planning is more than just preparing a will and putting it in a safe.
March 7, 2023
We can't wait to see you!
Today is the right day to take your first step. Click below to register for our next free workshop and learn what everyone is talking about.

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