

If you’ve Been Asked to Serve as Trustee, Here’s What You Should Know
If a family member or friend has asked you to serve as trustee for their trust either during their life, or upon their death, it’s a big...

Sarah Ventris
Jun 11, 20224 min read


How to Pass on Family Heirlooms & Keepsakes without Causing a Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...

Sarah Ventris
Jun 6, 20227 min read


10 Common Estate Planning Mistakes Your Family Can’t Afford to Make, Part 2
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

Sarah Ventris
May 29, 20229 min read


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


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


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


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





