Dec 10, 2025 | eNewsletter Articles, Estate Planning
Estate Planning Facts for the Holiday Season: Meaningful Reflections to Guide Your Legacy The holiday season is a time for celebration, connection, and tradition. It also provides a rare opportunity to pause, reflect, and consider the legacy you want to leave behind....
Dec 10, 2025 | eNewsletter Articles, Estate Planning
A Cozy Chat About Your Legacy: Holiday Estate Planning for Peace of Mind The holiday season brings families together around warm meals, shared traditions, and conversations that remind us what truly matters. It’s also a natural moment to reflect on the legacy you want...
Dec 10, 2025 | eNewsletter Articles, Estate Planning
National Regifting Day: What Estate Planning Teaches Us About the Gifts You Can Update, Reuse, or Can’t Take Back Every December, National Regifting Day offers a light-hearted reminder that some gifts can be passed along, rewrapped, or reimagined. Estate planning...
Mar 21, 2025 | eNewsletter Articles, News
Now that we are in March, we are well past the point at which most of us have abandoned our New Year’s resolutions. As in previous years, improving physical health ranked among the top goals that Americans set for themselves in 2025.[1] But while goals like losing...
Mar 21, 2025 | eNewsletter Articles, News
If you are like most Americans, you have at least one to-do list. You might also use lists when you are shopping, brainstorming, setting goals, and planning for events. To-do lists, grocery lists, bucket lists . . . the list goes on. However, there is one crucial list...
Mar 21, 2025 | eNewsletter Articles, News
Americans’ median household net worth (meaning half the households have more and half the households have less) is around $193,000, while the average net worth is just over $1 million, according to the Federal Reserve, the central bank of the United States.[1] The...
