Are You Prioritizing What Truly Matters?

Desplácese hacia abajo para leer esto en español. Prioritizing Wellness: A Lesson in Exercise and Estate Planning Admittedly, I often found myself making excuses not to prioritize exercise. Between managing my business, attending to my children, and the daily stresses of life, it seemed there was always something more pressing. However, over the past few […]

Play Ball!

Desplácese hacia abajo para leer esto en español. Swing for the Fences! As many clients and friends know, my family is Cuban. Cubans love baseball. My husband also played baseball growing up! Steve and I are so happy that our sons love the game! My middle son was just awarded camper of the week at a baseball camp […]

¿Quién está en tu equipo?

Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and (ii) your money and property are distributed to the individuals you have selected […]

Plan Today for Peace of Mind Tomorrow!

Desplácese hacia abajo para leer esto en español. Reminder: Join our Webinar! Don’t forget to register for my upcoming webinar with LeeAnn Hitchman of Hitchman Fiduciaries! This is a great opportunity for you to learn in details of how trust administration works and its vital role in your estate planning process. Learn how to make informed […]

Knowledge is Power!

Desplácese hacia abajo para leer esto en español. Discover the Secrets to Effective Trust Administration What happens when you pass away with a trust? What is trust administration? How does it work and what steps need to be taken? Should you name a family member or a professional to handle this? Join me, Alex Varela, for a webinar […]

2023 Was One for the Books…

Desplácese hacia abajo para leer esto en español. So Long 2023 & Hello 2024! As we bid adieu to 2023, our hearts are full of gratitude for the memories created with my team and my family – from enchanting Disney adventures to unforgettable travels and the incredible moments shared with our amazing clients. Each experience has woven […]

Our Style!

Desplácese hacia abajo para leer esto en español. Celebrating our Incredible, Hardworking Team is Easy! We have a “work hard, play hard” style at the Wagon Legacy – that’s for sure!  This year, our office festivities went beyond just celebrating the season – it was all about team bonding and creating unforgettable moments. Our awesome team earned a well-deserved Christmas celebration […]

We Wish You a Very Merry Christmas!

Desplácese hacia abajo para leer esto en español. This holiday season, we want to take a moment to extend warm wishes for a Merry Christmas filled with love, laughter, and moments you’ll cherish forever. In the hustle and bustle of our daily lives, we can easily get caught up in the rush – but let this […]

Our Never-Ending Remodel & The New Perspectives it has Given Me

Desplácese hacia abajo para leer esto en español. It’s Been a Long, Hard Remodel Journey You may remember that my husband and I had a major water leak about 6 months ago in our home. Unfortunately, it did a lot of damage and we have had to remodel 2 bathrooms and part of our kitchen! […]

Updating Your Estate Plan: How Many Tweaks Are Too Many?

If your life or the law has changed since you signed your last will and testament (will) or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an amendment or a complete restatement of the trust agreement. An amendment updates a specific part of […]