In honor of National Estate Planning Month, Keep the Keys: Navigating Mortgages After Death is a free virtual event designed to empower homeowners and their families with essential knowledge about what happens to a mortgage when a loved one passes away. This session will unpack one of the most misunderstood aspects of estate planning, how […]
Most families think heirs’ property, wills, and trusts are problems to “deal with later.” The truth? Waiting is the fastest way to lose generational wealth. At this powerful event, we’ll break down the hidden risks no one talks about—from heirs’ property disputes that tear families apart, to wills that don’t hold up in court, to […]
Join us for our monthly event, The Legacy Lounge - A Monthly Gathering for Insightful Conversations on Estate Planning, Family Legacies, and More! This is an engaging evening featuring a Live Interview with industry professionals, followed by an Interactive Q&Asession where you'll have the opportunity to ask your own questions and gain valuable insights on […]
