Showing Love with Your Estate Plan
Thinking of your loved ones? Do more than send them valentines and flowers. Use your estate plan to put your love into action. If your spouse’s eyes glaze over when you want to talk about finances or estate plans, you can still make life easier for your spouse by organizing this
The Added Value of a Year-end Net Worth Summary
The value is so much more than the net dollars from assets minus liabilities. By keeping an accurate record of accounts, whose names are on the accounts, as well as the dollar value on a regular basis, you can make more informed decisions for the coming year, strategize for tax
Awareness of Legal Options in Specific Situations
Shared from https://birminghamchristian.com/awareness-of-legal-options-in-specific-situations/ October is a busy month with art festivals and Halloween, but it is also the month for Mental Health Awareness Week on October 2-8, Stroke Prevention Day on October 29, and Domestic Violence Awareness recognized with purple ribbons all month. These three situations have legal protections that you
Saluting Our Veterans on the 4th of July
Estate planning unique to veterans article from Birmingham Christian magazine July 2022 Legal Matters.
New Chapters of Life
Seniors may be graduating from school or graduating to assisted living. Both are facing new chapters of life that require changes to their estate plans and management.
Spring Cleaning . . . .Your Parents’ Attic
Spring cleaning your parents' attic can help both your parents and you with estate planning. Here are some suggestions to help it go smoothly.
Four Reasons Couples Should Talk About Their Finances
Four reasons for women to invest their time in understanding their individual and joint finances and assets.
Enrich Your Marriage on Date Nights
Good estate topics for date nights are a great way to stay on the same page with your spouse.
Get Around To It in January
Get around to setting up or reviewing and updating your estate plan this January. Here's why.
Strategic Gifts for the Holidays
Strategic gift-giving is right for any holiday - especially when you are implementing your estate plan or helping younger generations set up their estate plans.