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March 2022

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The meaning of National I’m in Control Day is all about taking command of your own life. To put yourself back in the driver’s seat, no matter how big or small the project. An easy way to begin is by making a list of all the things you want to take control of or accomplish. You can include things as simple as cleaning out a closet in your home, or as big as planning for your future. One of the bigger...

Estate planning generally involves documents such as a trust, a will, and powers of attorney; these legal documents explain who is trusted to step into different roles, as well as set out who gets what, when the time comes. To some, these documents can come off as a bit impersonal or be difficult to read with all the legal jargon, even though our office tries to make them understandable. But, as the creator of the trust, you can include Purposeful...