Schedule your free, 30-minute Zoom or in-person financial planning session on May 8.

Life Moments

Life Moments

Taking Care of Someone You Love When They Cannot Take Care of Themselves

The information regarding guardianships is for educational purposes only. It is not intended to be legal advice. Please consult with a legal professional for specific legal guidance.
There may be a time in your life where you find yourself needing to take steps to care for a child with special needs or an elderly parent who is no longer able to make decisions or act on their own behalf. One solution in this situation is to file for guardianship.

Life Moments

Weddings: To Pay or Not to Pay?

A month ago, Valentine’s Day, many happy couples likely said “Yes!” to their futures together. Such an exciting time for everyone involved; the happy couple, their families and friends. But now, the planning begins and the conversations about who’s paying, and for what, come to the surface!