Free Estate Planning Resources

Thanksgiving is a time for connection, reflection, and the occasional spirited debate over who gets the last slice of pie. Thanksgiving is also an opportunity to tackle important family conversations, including estate planning. While discussing topics like wills, powers of attorney, and inheritance might not feel as warm and fuzzy as sharing recipes, these discussions are deeply tied to the values of gratitude and care that define this holiday.

Thanksgiving—one of the most beloved holidays—offers much more than an indulgent meal of turkey, stuffing, and pie. For all of us, it’s an opportunity to focus not just on gratitude for the present but on building a future your family will thank you for. This Thanksgiving, let’s talk about a topic often overlooked amid the holiday hustle: preserving and protecting your family’s legacy. So, et’s talk turkey about Thanksgiving and legacy planning, shall we?

As Veterans Day approaches, we honor the courageous men and women who have served our country with dedication and resilience. Veterans’ legacy of service speaks to their commitment to protecting America's future. Now, it’s time to consider how you can protect your family’s future through a comprehensive estate plan, or what I call a Life & Legacy Plan. Learn more about your Veteran’s basic planning essentials.

Much like a military mission, estate planning requires attention to detail, foresight, and a commitment to those who depend on you. In this article, we'll explore the unique estate planning opportunities available for veterans and steps to ensure your family benefits fully from your legacy of service.