What to Do When You’re Ready to Create Your Estate Plan but Your Spouse Isn’t
When you’re ready to finally put an estate plan in place, it’s natural to feel excited and relieved. You’re taking a powerful step to protect your family, get organized, and make sure everything is handled the way you want if you become incapacitated and when you die. But what happens when your spouse doesn’t share your enthusiasm? Maybe they roll their eyes, insist you don’t need that, or even agree to a meeting only to shut it down once they’re there. It can leave you feeli
Sarah Ventris
Nov 185 min read
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Don’t Lose Your Family Stories: How to Preserve Your Legacy Before It’s Too Late
A client once told me she would give anything to hear her grandmother’s voice again. Her grandmother had been the heart of the family—the...
Sarah Ventris
Sep 86 min read
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When "Good Enough" Estate Planning Becomes a Family Nightmare
The $1.5 Million Estate Planning Mistake You Can't Afford to Make Picture this: You and your spouse spend decades building a successful...
Sarah Ventris
Sep 17 min read
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Protecting Your Rights: Estate Planning Strategies for Same-Sex Couples
The political landscape is shifting, and many same-sex couples are worried about what could happen if federal protections for their...
Sarah Ventris
Mar 65 min read
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