
Sarah Ventris
- 4 days ago
- 3 min
Why Everyone Needs to Keep Their Estate Plan Updated
As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...
2 views0 comments

Sarah Ventris
- Mar 13
- 5 min
Obtaining a Power Of Attorney for Elderly Parents
Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity...
11 views0 comments

Sarah Ventris
- Mar 3
- 3 min
Your Rights as the Parent of a Young Adult — What You Need to Know When a Medical Crisis Hits
As a parent, you are quite accustomed to managing your children's legal and medical affairs, as circumstances require. If your child...
3 views0 comments

Sarah Ventris
- Feb 12
- 5 min
Will Your Estate Plan Work When Your Family Needs It?
Like most people, you likely think estate planning is just one more task to check off your life’s endless “to-do” list. You can shop...
3 views0 comments

Sarah Ventris
- Feb 6
- 4 min
Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant...
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Sarah Ventris
- Jan 29
- 5 min
4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...
4 views0 comments

lynette597
- Jan 21
- 5 min
Revocable Living Trust or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
3 views0 comments