Feb 10, 2025 | eNewsletter Articles, News
Valentine’s Day spending totaled nearly $26 billion in 2024, including an all-time high of $6.4 billion spent on jewelry.[1] Yet many Americans report feeling disappointed that their partner did not do enough to celebrate Valentine’s Day.[2] More than 40 percent of US...
Feb 10, 2025 | eNewsletter Articles, News
February, the month of love, is the perfect time to show your loved ones that you care about their financial futures. While chocolates and flowers are nice gestures, a spousal lifetime access trust (SLAT) can make a more lasting gift, especially with the record-high...
Dec 10, 2024 | eNewsletter Articles, News
Americans are known for their “work hard, play hard” mindset. On average, we work 1,789 hours per year.[1] However, even with our play-hard mentality, many of us do not stay up to see the ball drop on New Year’s Eve.[2] Less than one-third of Americans plan to either...
Dec 10, 2024 | eNewsletter Articles, News
Legal Duties and Support for Family Caregivers: It Is Okay to Ask for Help There are times, like the holiday season, that we think about and prepare for, for much of the year. However, when they arrive, we may still feel unprepared. The holidays serve as a reminder of...
Nov 12, 2024 | eNewsletter Articles, News
Fall is a time of transition. Depending on where you live and your family’s traditions, the shorter days and cooler temps of autumn could signal that it is time to ditch the short sleeves in favor of long sleeves, pack away the bicycles and tune up the ski equipment,...
Nov 12, 2024 | eNewsletter Articles, News
Your Estate Planning Team Roster Imagined as a Football Squad November is an exciting time in the world of sports. Baseball is fresh off the World Series, the NBA and NHL seasons are starting to hit their stride, and the NFL is at the halfway point as the annual...
