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 […]
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 […]
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 […]
