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 […]
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 […]
DATE CHANGE! DATE CHANGE! DATE CHANGE! Please Note: This series was previously held on Mondays but are moving to Tuesdays going forward! 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 Recording […]
