August is National Make-A-Will Month, making it the perfect time to create or review one of the most important documents you'll ever have.
Did you know our partners, Covenant Trust, can help guide you through the estate planning process? While Covenant Trust doesn't draft wills, they can help facilitate the conversation and connect you with an estate planning attorney as part of your overall financial planning team.
Whether you're creating your first will or updating an existing one, having a current will helps ensure your wishes are documented and can provide peace of mind for you and your loved ones.
Investing is an expression of your values and purpose. At Covenant Trust, we serve families and institutions with a full suite of trust capabilities, including investing, planning, trustee services an...
Creativity, connection, and gratitude were in full bloom! As a thank-you to our residents who support our community, attendees enjoyed a morning of flower arranging and fellowship, creating beautiful bouquets to take home and enjoy. We are grateful for their generosity and commitment to caring for others. ✨💐 ... See MoreSee Less
Touring senior living communities? A few good questions can tell you a lot. 📝
Before you visit, consider asking about: ✅ What’s included in the monthly fee ✅ Options for care as needs change over time ✅ Dining, activities, and daily life ✅ How the community supports residents’ independence
The right questions help you feel confident about the next step. ... See MoreSee Less
August is National Make-A-Will Month, making it the perfect time to create or review one of the most important documents you'll ever have.
Did you know our partners, Covenant Trust, can help guide you through the estate planning process? While Covenant Trust doesn't draft wills, they can help facilitate the conversation and connect you with an estate planning attorney as part of your overall financial planning team.
Whether you're creating your first will or updating an existing one, having a current will helps ensure your wishes are documented and can provide peace of mind for you and your loved ones.
To learn more visit bit.ly/4xvpI2L or call (800) 483-2177. ... See MoreSee Less
Covenant Trust - Investing With Purpose
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Investing is an expression of your values and purpose. At Covenant Trust, we serve families and institutions with a full suite of trust capabilities, including investing, planning, trustee services an...Comment on Facebook
Creativity, connection, and gratitude were in full bloom! As a thank-you to our residents who support our community, attendees enjoyed a morning of flower arranging and fellowship, creating beautiful bouquets to take home and enjoy. We are grateful for their generosity and commitment to caring for others. ✨💐 ... See MoreSee Less
Comment on Facebook
Touring senior living communities? A few good questions can tell you a lot. 📝
Before you visit, consider asking about:
✅ What’s included in the monthly fee
✅ Options for care as needs change over time
✅ Dining, activities, and daily life
✅ How the community supports residents’ independence
The right questions help you feel confident about the next step. ... See MoreSee Less
Comment on Facebook