estate planning

    Retired grandparents supporting the next generation
    Retirement and legacy planning in the “messy middle”: Make savings last and leave a legacy

    By PJ Gagne, AIF®
    February 11, 2026

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    A spoiled adult child naps on the couch - how to prepare your heirs to inherit
    Teaching Stewardship, Not Entitlement: How to prepare children for inheritance
    Peter

    By Peter Coughlin
    December 30, 2025

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    Estate planning anxiety: conquer your fears and secure your family’s future
    Estate planning anxiety: conquer your fears and secure your family’s future

    By Scott Little
    December 10, 2024

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    How to organize estate documents to make life easier for your heirs
    How to organize estate documents to make life easier for your heirs
    Peter

    By Peter Coughlin
    August 23, 2024

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    6 Benefits of Having an Estate Plan | Protect Your Family and Legacy
    6 Benefits of Having an Estate Plan | Protect Your Family and Legacy
    Peter

    By Peter Coughlin
    July 13, 2022

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    Reduce taxes by giving smartly

    By Allen Harris
    December 6, 2021

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