Blog Archive

When we think about legacy, most of us picture tangible assets: homes, investments, heirlooms, and documents that determine who receives what.

In 2026 more people will be "able" to use these accounts.

For individuals with disabilities and the families who support them, financial planning has long involved navigating a difficult balance: saving for the future while preserving eligibility for essential public benefits such as SSI and Medicaid.

The SECURE Act 2.0 reshaped retirement planning. Learn how these changes impact your loved ones and why proper planning matters now.

Accidental Death at 39: Here’s What You Need to Know

When adult siblings come together to care for aging parents, something unexpected often happens.

Colony West Golf Club, 6850 NW 88th Avenue, Tamarac, FL 33321

Your legacy shouldn't be left to chance

The holidays are one of the few times when families slow down, share space, and reconnect.

When you are ready to finally put an estate plan in place, it is natural to feel excited and relieved.

The Road Ahead: Planning for Retirement, Medicare, and Your Legacy

Each year on November 11, the nation pauses to honor the courage and sacrifice of those who have served in the Armed Forces.

The Mindshift to Legacy

October 20–26, 2025, is Estate Planning Awareness Week - a national observance created to encourage Americans to think about what will happen to their loved ones and their assets after they die.

You’ve built a life with someone you love - sharing a home, experiences, and maybe even finances - but without legal marriage, the law doesn’t automatically recognize your relationship.