Category: Life Events

ArticlesEstate TaxFinancial PlanningLegacy PlanningLife EventsPower of AttorneyTrustsWills

The Essential Guide to Estate Planning in 2024: Securing Your Legacy

Estate planning is an often overlooked but vital aspect of financial management. It’s not just for the wealthy

ChecklistsLife EventsUncategorized

A Checklist for What to Do After You Lose a Loved One

Losing a loved one is one of the most devastating experiences a person can go through. It can

ArticlesLife Events

Your Wedding Ring after You’ve Lost Your Spouse and Stories Shared

Losing a spouse is often one of the most difficult experiences anyone can go through. In the aftermath

ArticlesFinancial PlanningLife EventsWills

Online Wills and Estate Planning: Protecting Your Family’s Future

In uncertain times, the importance of having your affairs in order and ensuring the protection of your loved

ArticlesChildrenEstate PlanningLife EventsVideos

VIDEO-High School Graduation

When a family member graduates may seem like a strange time to think about doing your estate plan.

Eldercare Planning and OrganizationLife EventsVideos

VIDEO:Caring for Aging Parents

Navigating the delicate journey of caring for aging parents requires compassion, resilience, and practical knowledge. In this insightful

ArticlesFinancial PlanningLife Events

Understanding the Importance of Trusts and Wills

When it comes to estate planning, trusts and wills are two essential legal documents that allow you to

Life EventsPodcasts

PODCAST-Happiness in Hard Work: The Passion Hypothesis

Join Jacob as he is joined by Adam Spector, a father, partner, multi-time business founder and investor. In
Life EventsPodcasts

PODCAST-Julie’s Story

Join us today as we sit down with Julie Fry, COO and cofounder of Gentreo. Julie shares her

Founder’s ThoughtsLaughing In The RainLife EventsTravelUncategorized

Watch Out Griswald’s, the Fry’s Are the Next International Travel Experts

France may never be the same after our amazing trip to Paris and Lourdes (with a quick stop