

Key Milestones for Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...

Sarah Ventris
May 22, 20228 min read
9 views
0 comments


10 Common Estate Planning Mistakes Your Family Can’t Afford to Make, Part 1
To complicate matters, the recent proliferation of online estate planning document services, such as LegalZoom®, Rocket Lawyer®, and...

Sarah Ventris
May 14, 20227 min read
10 views
0 comments


How Creating a Life & Legacy Plan with Us Creates and Preserves Your Family's Legacy
When you think about loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left...

Sarah Ventris
Apr 30, 20224 min read
4 views
0 comments


3 Reasons Why Transferring Ownership of Your Home to Your Child Is a Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

Sarah Ventris
Apr 23, 20226 min read
11 views
0 comments


How Naming Guardians for Your Kids in Your Will Can Leave Them at Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and...

Sarah Ventris
Apr 17, 20227 min read
3 views
0 comments


Does Your Family Need Umbrella Insurance?
In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is...

Sarah Ventris
Apr 10, 20224 min read
8 views
0 comments


Protect Your Children’s Inheritance with a Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating...

Sarah Ventris
Apr 2, 20227 min read
8 views
0 comments