Tag Archives: estate planning

Keep Your Documents Safe and Secure with Our Digital Vault

Missing paperwork. A haphazard filing system. A devastating flood or fire. Keeping our documents safe and in order can be challenging, but it is so important—especially when you are suddenly faced with a life transition, like moving from your home or losing a loved one. To help keep you organized and help your loved one’s…

Estate Planning in 7 Steps – Don’t Wait. Start Now.

estate planning

Estate planning is a necessary part of life. Studies have shown that less than one-third of American adults have a will (according to a study from Caring.com). However, all adults need an estate plan. Unfortunately, this is even more true during our current times with the Covid-19 crises. That means, there are a lot of…