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Planning a personal memorial service

Just as every family has its own personality, each one is distinct in how it approaches the prospect of memorializing a loved one after they are gone. Over the past 17 years as a funeral director, I’ve handled thousands of memorial services at my funeral home in Painesville, satellite locations in Willoughby and Mentor, and wherever a family...

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Can a chatbot create a will?

One in four Americans says they interact with AI regularly, as much as several times a day. AI chatbots like ChatGPT are making everything from writing more effective emails to optimizing your resume and brainstorming a client presentation faster and ridiculously easier. Then doesn’t it also make sense to simply plug in some basic info into...

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Engaging a local tax professional can help you reduce your tax liability and grow your wealth

The only certain things in life may be death and taxes—but the certainty of devising a tax plan that best benefits you is up for grabs. Have you ever wondered after filing your taxes if you may have “left money on the table?” When it comes to taxes and tax credits, the complex codes and rules are ever-changing. Uniquely...

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How life insurance can help now

Most people understand life insurance to be a financial tool that helps their loved ones when they pass away, providing needed funds for bills, college and more. What they may not realize is that life insurance can also be a vital resource to help support the policy holder while he or she is still alive. By choosing a policy with a living...

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How life insurance can help now

Most people understand life insurance to be a financial tool that helps their loved ones when they pass away, providing needed funds for bills, college and more. What they may not realize is that life insurance can also be a vital resource to help support the policy holder while he or she is still alive. By choosing a policy with a living...

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