Why Legacy Planning Is More Than Just Financial Preparation

Category: Planning

When we hear the term “legacy planning,” our thoughts often turn to wills, estate taxes, and the distribution of financial assets. While ensuring the financial security of our loved ones is undeniably important, a true legacy encompasses so much more than dollars and Learn More

What Not to Do When Someone Dies

Category: Planning

10 Mistakes to Avoid During Bereavement The loss of a loved one is one of life’s most profound challenges. Grief can be overwhelming, leaving us feeling lost and unsure of how to move forward. During such a vulnerable time, it’s natural to feel Learn More

Apple’s New Legacy Contacts

Category: News

Apple has created a BRAND NEW feature for their computer and phone products. With the release of iOS 15.2, iPadOS 15.2, watchOS 8.3, and macOS 12.1, comes a new feature called Legacy Contact. This feature allows users to choose up to 5 family Learn More

Bury Me? Not So Fast!

Category: News

Every time we would drive past a cemetery, my grandfather would point and say, “that place is so popular, people are dying to get in.”  Typical grandad joke. But these days, less than half the population is opting for a traditional burial in Learn More

Doulas – They Aren’t Just Delivering Babies Anymore

Category: News

Earlier this year, we were contacted by the founder of the International Doula Life Movement.  I thought this quite curious.  Why would a Doula association contact a business that promotes the emotional side of estate planning?  I soon got my answer.  Doulas have Learn More

Why Legacy Matters

Category: News

Embracing the Journey of Leaving a Lasting Legacy Imagine sitting with your loved ones, sharing stories that sparkle with laughter and glisten with tears. These moments are more than memories; they’re the threads that weave the tapestry of your family’s history. Your legacy Learn More