Important Steps to Protect Your Special Beneficiaries
All children are a blessing. From the day they are born, you begin making plans to ensure thatyour child or grandchild has a bright future. What will their interests be? What job will they have?Who will they marry? While these are common concerns for most families, for those with aspecial needs child or grandchild, taking […]
A $500 Trust…
Desplácese hacia abajo para leer esto en español. Is a $500 Trust the Right Investment for Your Future? I was recently invited by a local church to speak on estate planning. The church asked if I could return and meet with some of the members of the church for consultations. Of course, I was happy […]
Why Estate Planning is Essential for Single Working Women
August 4th marks Single Working Women’s Day, a celebration of the incredible contributions and achievements of single working women across the globe. These remarkable women juggle careers, personal lives, and often families, all while breaking barriers and redefining success. As we celebrate their resilience and strength, it’s essential to consider a crucial aspect of their […]
In the Blink of An Eye…
Desplácese hacia abajo para leer esto en español. In the Blink of An Eye… They Are Turning 18!!! My oldest is turning 18 years old soon! Time flies, and though I’m filled with a whirlwind of emotions, I am so proud of her and excited to see where this next chapter takes her. This got me […]
A Parent’s Guide to Power of Attorney for College-Bound Kids
As children head off to college, a parent’s role evolves, but the need for support and guidance remains. Most college-bound students are 18-year-olds and legal adults, meaning parents are no longer automatically entitled to make decisions on their behalf. This shift can pose significant challenges, particularly in medical emergencies. To mitigate these issues, parents are […]
Avoid This ENORMOUS Oversight
Desplácese hacia abajo para leer esto en español. A Huge “Thank You” for the Birthday Wishes! 🎉 Thank you all for the amazing birthday wishes! Celebrating 40 couldn’t have been better— my family and I took a short trip to San Diego so I was surrounded by my favorite people. Reflecting on the last decade, […]
Nearly 40 Years After Their Breakup, His Ex-Girlfriend Is Inheriting His $1 Million Retirement Account
In 1987, Jeffrey Rolison filled out a handwritten form naming Margaret Sjostedt as the sole beneficiary of his work retirement account. Nearly 40 years after their breakup, Margaret is poised to inherit Jeffrey’s $1 million retirement account because Rolison never updated this form. When he passed away in 2015, she was still listed as the […]
Time Goes Way Too Fast!
Desplácese hacia abajo para leer esto en español. Time Flies When You’re Having Fun! Turning 40 today and feeling a mix of excitement and nostalgia. Reflecting on the incredible journey so far, filled with countless memories and lessons learned. I am grateful for the amazing friends and family who have supported me along the way. […]
Happy Fourth of July + How We Are Making Life Easier!!!
Happy Fourth of July! Desplácese hacia abajo para leer esto en español. So many memories are made celebrating this special day with my family. From the BBQs to the fireworks, it’s always a time filled with joy and unforgettable memories. This week, we are wishing everyone a fantastic and safe Independence Day! Your Estate Planning […]
One Small Decision Can Change Your Children’s Lives…
Desplácese hacia abajo para leer esto en español. A Huge Thank You from Alex! A Personal Note: A huge thank you to everyone for the kind wishes and congratulations on our daughter’s high school graduation! We are incredibly proud of her and can’t wait to see where her next adventures take her. Celebrating her and […]
