We launched a passion project to help families live intentionally—then realized we hadn’t finished our own plan. This is the story of why we paused everything to protect what mattered most.
Estate Planning for Families with Kids Webinar
This month Jim hosted a webinar with our business partner Renee Parris of Forecast Estate Planning. She outlines the differences between a will and a trust and clarifies why every family with minors or special needs adult children needs a Revocable Living Trust.
Don’t Take Your Passwords to the Grave: Digital Estate Planning Made Simple
In January we hosted a Digital Estate Planning Webinar for Jim’s clients with Mobile Computer Doctor to share everything we have learned about digital estate planning and to share our favorite resources and new services available. Check it out!
