

Think You Are Too Young to Need An Estate Plan? Think Again
The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes...

Sarah Ventris
Nov 14, 20218 min read


Estate Planning Must Haves for Parents - Even If You Have Legal Documents
A comprehensive estate plan -- which we prefer to see as a Life and Legacy Plan -- can protect what matters most to you. For many, this...

Sarah Ventris
Nov 7, 20213 min read


2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly...

Sarah Ventris
Nov 3, 20216 min read


How Estate Planning Can Bring Blended Families Closer
Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in...

Sarah Ventris
Oct 26, 20213 min read


Why You Need a Trust - Even if You Aren't Rich
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...

Sarah Ventris
Oct 26, 20212 min read


With Tax Laws in Flux: What Should You Do Now?
On September 13, 2021, Democrats in the House of Representatives released a new $3.5 trillion proposed spending plan that includes a wide...

Sarah Ventris
Oct 26, 20216 min read


How Estate Planning Can Bring Blended Families Closer
Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in...

Sarah Ventris
Oct 24, 20213 min read





