

Creditors and Your Estate Plan
What Happens to Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt...

Sarah Ventris
Jan 8, 20236 min read


3 Essential Questions to Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...

Sarah Ventris
Jan 1, 20235 min read


Checklist: 5 Financial Decisions to Consider Before December 31
This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...

Sarah Ventris
Dec 26, 20223 min read


Green Funerals: 6 Eco-Friendly Options for Your Remains
The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have...

Sarah Ventris
Dec 19, 20226 min read


Will the Coming Wealth Transfer Be a Blessing or A Curse for Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...

Sarah Ventris
Dec 12, 20225 min read


4 WAYS ESTATE PLANNING CAN IMPROVE RELATIONSHIPS WITH LOVED ONES
With the holiday season here, you’re probably spending lots of time with your family and friends. During these moments, you’re likely...

Sarah Ventris
Dec 7, 20224 min read


How Will a Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...

Sarah Ventris
Nov 29, 20227 min read





