by letpa | 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...
by letpa | 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...
by letpa | Jan 6, 2025 | News
The Chilling Truth: One in Four Americans Say Nothing Will Motivate Them to Create a Will In a world filled with uncertainties, it’s startling to learn that a significant portion of Americans are leaving their futures unprotected. According to recent surveys, one in...
by letpa | 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...
by letpa | 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...
by letpa | Dec 9, 2024 | News
It Is Time to Make Your Estate Planning List and Check It Twice “He’s making a list. He’s checking it twice. He’s going to find out who’s naughty and nice . . . .”[1] The estate planning process can sometimes be similar to Santa’s process. You decide who should...
