Thomas Fortenberry’s Post

Making the choice to disinherit? It's about more than legalities—it's about family harmony. Dive into the nuances of whether to explain your decision or not.

Considering a green burial or cremation? 🌱 By opting for eco-friendly alternatives, you can reduce environmental impact and potentially cut down costs. But most importantly, ensure your estate plan clearly states your wishes so loved ones can honor them.

🌙 Late-night worries about your family's future? Turn those anxieties into actions! Crafting an estate plan ensures your loved ones are protected according to your wishes.

What tips and life lessons are you passing down to your grandkids?

A trust doesn't impede selling your home! On the contrary, it offers privacy, probate avoidance, and protection.

Long-term care insurance can be useful, but do your homework when evaluating policies. Many that we review for clients are NOT what they seem on the surface.

Planning for the golden years isn't just about financial security. It's about making sure our homes and support networks are ready for our evolving needs.

Caregiving is a journey filled with challenges and triumphs. We all have our anchors. Who's yours?

Are you worried that a full conservatorship is too intrusive for your young adult with special needs? Check out our post on limited conservatorships. It likely provides the balance that you are looking for.

Have a happy and safe Halloween!