by Ryan Schmalzle | Mar 24, 2025 | Life & Legacy Planning
When planning for college expenses, it’s important to understand how financial aid and estate planning work together to impact the outcome. Below, we’ll outline the key ways asset ownership affects financial aid eligibility, share practical strategies to boost your...
by Ryan Schmalzle | Mar 12, 2025 | Life & Legacy Planning
When you die, what happens to your online life? Each platform has its own policies, ranging from permanent deletion to memorialization, allowing loved ones to manage or preserve an account as a tribute. Understanding these policies is key to ensuring your digital...
by Ryan Schmalzle | Mar 10, 2025 | Life & Legacy Planning
Have you embraced AI yet? If so, chances are you’ve used it to simplify your daily life. AI can be a fantastic tool for tasks where the stakes are low—like generating meal plans or crafting workout routines. But when it comes to estate planning, some people see AI as...
by Ryan Schmalzle | Feb 6, 2025 | Life & Legacy Planning
If you’ve ever thought about planning for your future or helped someone else with theirs, you’ve likely encountered the term “power of attorney.” But do you really understand what it means? While the words “power” and “attorney” sound weighty, they might not mean what...
by Ryan Schmalzle | Jan 29, 2025 | Life & Legacy Planning
Estate planning is an often misunderstood and frequently avoided topic. Many people assume it’s only for the wealthy or think it’s too complicated and expensive. These are just a few of the common myths I hear regularly. In reality, estate planning is essential for...
