For Married Couples
With each marriage come new rights and new responsibilities. If you created an estate plan when you were single, then you should bring your estate plan up-to-code to reflect your wedding vows.
Learn more about married couples planning.
For Minor Children
Are you the parent of minor children? If yes, then they are your most valuable treasure. So, what arrangements have you made for their care should something happen to you and their other parent?
Learn more about arrangements for minor children.
For Blended Families
Times have changed. In the new millennium, whether due to the death of a spouse or through divorce, blended families now outnumber traditional nuclear families. And the number is likely to grow, based on current statistics and trends.
Learn more about planning for blended families.
During Peak Earning Years
Are you between age 40 and 55? If yes, then congratulations. Research has shown that you are in your peak earning years. And that is a very good thing.
Learn more about peak earning year planning.
You have arrived. Just a moment ago you were Nearing Retirement. When did you get to this place in life so quickly? Yikes, what do you need to do right now in preparation for that day?
Learn more about planning for your retirement legacy.