

What Your Last Will & Testament Will (And Will Not) Do—Part 2
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

Sarah Ventris
Sep 4, 20226 min read


What Your Last Will & Testament Will (And Will Not) Do—Part 1
August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

Sarah Ventris
Aug 23, 20225 min read


3 Critical Considerations for How to Save for Your Child’s or Grandchild's College Education-Part 2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

Sarah Ventris
Aug 14, 20225 min read


3 Critical Considerations For How to Save For Your Child’s or Grandchild's College Education—Part 1
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...

Sarah Ventris
Aug 7, 20224 min read


4 Essential Strategies For Protecting Your Family's Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...

Sarah Ventris
Aug 1, 20225 min read


How Estate Planning Can Reduce the High Cost of Dying—Part 2
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

Sarah Ventris
Jul 24, 20227 min read


How Estate Planning Can Reduce the High Cost of Dying—Part 1
Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly...

Sarah Ventris
Jul 17, 20226 min read