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...
by Suzie Fernandez | Aug 21, 2025 | Homepage Featured, Uncategorized
BLOG The Big Beautiful Bill: How It Affects Your Estate Plan, Trusts, and Business Assets Why Reviewing Your Estate Plan Has Never Been More Important On July 4, 2025, a new federal law called the One Big Beautiful Bill Act became official. Often referred to as the...
