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Feel free to click below to catch up on past issues of ‘The Weekly Newsletter”.
Catch Up on Past Newsletters
2025
JUL V1 | Celebrate Your Independence, Celebrate Your Legacy
JUN V4 | Help Is There, Just Ask For It
JUN V3 | Transfer Wealth, Not Woes
JUN V2 | Find Freedom in Having A Plan
JUN V1 | Did Someone Order Practical Estate Planning Tips?
MAY V4 | Ready for Summer? Is Your Estate Plan?
MAY V3 | Your Journey Never Stops – It Lives In Your Legacy
MAY V2 | A Solid Estate Plan Reflects A Life Well-Lived
MAY V1 | Are You Ready For Mother’s Day?
APR V5 | Mark Your Calendars – New Promo Starts Tomorrow!
APR V4 | Estate Planning: A Gift of Love
APR V3 | You Deserve a Worry-Free Future
APR V2 | Imposter Syndrome Where?
APR V1 | Don’t Be Deceived By Simplicity
MAR V4 | You Never See The Bus Coming
MAR V3 | You Don’t Have To Face The Future Alone
MAR V2 | What Is Peace Of Mind Worth To You Now?
MAR V1 | Empowering Women Through Estate Planning This Women’s History Month
FEB V4 | Join Us For Estate Planning Myths, Must-Haves & Black Excellence
FEB V3 | Acknowledging Overwhelm Is The First Step
FEB V2 | We’re Spreading The Love – Limited Time Offer Inside!
FEB V1 | Parents and Guardians: Do You Have A Plan?
JAN V5 | Life Happens Fast. Are You Prepared?
JAN V4 | New Year, New Goals: Is Your Estate Plan Keeping Up?
JAN V3 | Your Priorities Should Begin With You
JAN V2 | The Weekly: How We’re Starting The New Year With Clarity
JAN V1 | We’re Holding Space in 2025. Are You?
2024
DEC V4 | Wishing You a Safe and Happy Holiday
DEC V3 | ‘Tis The Season To Plan Your Legacy
DEC V2 | Empower Your Legacy–Sign Up For Our Webinar!
DEC V1 | Time Is Ticking, Register Today!
NOV V4 | Don’t Miss This Webinar—Limited Spots Available!
NOV V3 | New Upcoming Webinar: Empower Your Legacy: Estate Planning for Women in Just One Hour.
NOV V2 | Lead By Example: Have An Estate Plan
NOV V1 | Estate Planning: Providing Peace in Times of Turmoil
OCT V5 | Keep Your Incapacity Plan Current as Life Changes
OCT V4 | Limited-Time Savings: Special Rate on Estate Planning Consultations
OCT V3 | Safeguard What Matters Most
OCT V1 | No Probate, No Treasures: Put Down Grandma’s Pearls
SEP V4 | Overwhelmed? There’s Another Way
SEP V3 | Hoping Is Not A Strategy; Wishing Is Not A Plan
SEP V2 | Are You Leaving A Legacy of Greatness?
SEP V1 | Plan Now, Rest Later
AUG V4 | What Are You Leaving To Chance?
AUG V3 | Mind Your Assets: The Importance of Being ‘Of Sound Mind’
AUG V2 | Specific Bequests: What They Are and Their Importance.
AUG V1 | Celebrate Make-A-Will Month With Us!
JUL V5 | Are Your New College Students Protected?
JUL V4 | It’s Time To Reclaim Your Future
JUL V3 | Secure Your Future: Discover the Benefits of Trusts
JUL V2 | Is A Revocable Living Trust Right For You?
JUL V1 | How Will People Remember You?
JUN V3 | What Seeds Have You Planted?
JUN V2 | Take A Breath. Open This Email
JUN V1 | Estate Planning for Your Peace of Mind
MAY V5 | Navigate Probate Like a Pro: Top Tips Inside
MAY V4 | Probate Problems? We Get It
MAY V3 | Open If You Want To Control Your Assets
MAY V2 | When Was Your Last Mental Health Tune-Up?
MAY V1 | Let’s Talk Smart Money Management
APR V4 | Afraid To Make Estate Planning Mistakes? We Can Help
APR V3 | Will You Let Your Relationship Define Your Legacy?
APR V2 | Prioritize Yourself, Your Future, And Your Legacy. Now.
APR V1 | Are You Discounting Your Own Value?
