How to Plan for Special Needs Dependents
Secure the future of a special needs dependent with legal, financial, and long-term care planning.
How to Organize Financial and Insurance Information for Estate Planning
Organize financial accounts, insurance policies, and key documents to simplify estate planning and ensure easy access.
How to Update Payable on Death (POD) Beneficiary Designations
Ensure your Payable on Death (POD) beneficiaries are up to date to avoid probate and streamline asset transfers.
Funding Your Pet Trust: How Much Should You Set Aside?
Wondering how much to set aside in a pet trust? This guide covers essential considerations for budgeting, including daily care, medical expenses, and emergency funds, ensuring your pet's needs are met no matter what.
9 Things to Consider When Rehoming a Pet After Someone Dies
Ensure a smooth transition for pets after a loved one’s passing with these 9 key rehoming considerations.
Episode 12 | Protecting Your Entrepreneur Assets with Scherrie Prince
Discover expert asset protection tips for entrepreneurs with Scherrie Prince, as she shares strategies to secure your business and financial legacy.