by Suzie Fernandez | Dec 19, 2025 | Uncategorized
BLOG Before the Year Ends, Make Sure Your Estate Plan Is Current With the year coming to a close, now is the perfect time to reflect on your life and your plans for the future. Consider your accomplishments, the changes you’ve experienced, and your hopes for the...
by Suzie Fernandez | Oct 28, 2025 | Uncategorized
BLOG Let’s Talk About the 68% Without a Plan! The month is almost coming to an end. So we have to share that October is Estate Planning Awareness Month, reminding us that while we plan for weddings, vacations, education, and retirement, many of us delay one of...
by Suzie Fernandez | Sep 19, 2025 | Uncategorized
BLOG Wills vs. Trusts – Which One Do You Need? Estate planning is much more than just deciding who gets what after you are gone. It is about protecting your loved ones, reducing stress during difficult times, and making sure that your wishes are met. Two of the...