by Jason Sacks | Apr 30, 2025 | End of Life Planning, Estate Planning, Financial Planning, Newsletter
Financial Steps to Take So You Can Focus on Your Health According to a report by the American Cancer Society, more than 2 million new cancer cases are expected to be diagnosed in the United States in 2025. If you are among those receiving this life-altering news, you...
by Jason Sacks | Aug 29, 2024 | End of Life Planning, Estate Planning, Financial Planning, Seniors
Throughout our lives, we take on many responsibilities as we care for our loved ones. Whether it’s raising children, supporting aging parents, buying a home with a spouse, or saving for retirement, life moves from milestone to milestone, often surprising us with how...
by Jason Sacks | Jul 31, 2024 | End of Life Planning, Estate Planning, Financial Planning, Retirement, Seniors
It’s not uncommon to want to shy away from discussing end of life planning. The thought of losing a loved one, or facing our own mortality, can be emotional. Sometimes this stress causes us to postpone these conversations until we are faced with a pressing situation...
by Jason Sacks | Apr 29, 2024 | End of Life Planning, Estate Planning, Financial Planning, Seniors
Does the thought of speaking about estate planning with your aging parents make you uncomfortable? Many people have been raised in families where discussing topics that involve money are taboo, and since will and estate planning can bring up lots of feelings about...
by Jason Sacks | Mar 27, 2024 | End of Life Planning, Estate Planning, Families, Financial Planning, Seniors
Is there a right time to start estate planning? Well, yes and no. We have all had moments where we see an old picture and think – where has time gone? It’s easy for months and years to blend into each other, but it’s important to remember that even if we haven’t...
