Stay Informed With Our Estate Planning Insights
Spring is a time for fresh starts—and that includes your estate plan. While many people focus on drafting a will or trust, estate planning isn’t a one-time event
Apr 17, 2025
by Family Estate Planning Law Group
Protecting your Assets during Financial Literacy Month
For more help with protecting your assets and information on financial literacy, please contact Family Estate Planning Law Group.
Apr 7, 2023
Family Estate Planning Law Group
Financial Wellness Month Goals
January is National Financial Wellness Month, we put together a list of five financial goals for you to choose from, read here.
Jan 6, 2023
Family Estate Planning Law Group
Estate and Financial Planning is a Team Sport, Too!
With March Madness over and baseball season well underway, we’ll take a look at another team sport: estate planning. More here.
Apr 28, 2017
Family Estate Planning Law Group
Financial Planning for the Death of a Spouse
You’ll want to consider financial planning for after the death of a spouse sooner rather than later. Take a look at our blog post and call for help.
Apr 26, 2017
Family Estate Planning Law Group
RMDs for Retirement Accounts: What You Need to Know
While you have til December 31st to take your RMDs if you are older than 70 ½, it’s best to get on this right away to get it done in time & make most of it.
Apr 24, 2017
Family Estate Planning Law Group
Surprise from Social Security
When you’ve crunched all the numbers & are certain about cash flow, don’t be surprised if your benefit check from Social Security isn’t what you expected.
Apr 21, 2017
Family Estate Planning Law Group
Advisors Education Series
Welcome to the homepage of our Advisors Education Series! We offer a series of workshops and webinars to professional advisors as part of our commitment to education in the estate planning realm. To view the calendar of a specific educational event type or to register, please follow the links below.
Your life, your legacy – let’s plan it together
Whether you’re just starting to think about your legacy or need to adjust an existing plan, our dedicated team is ready to help. Through personalized guidance and lifelong support, we ensure your estate plan evolves with you—protecting your values, your assets, and your loved ones.
