August is National Make-A-Will Month – a timely reminder to make creating your Will a priority this year.
According to a 2025 bit.ly/3gGgPhw survey, 76% of U.S. adults don’t have a Will. If you’re one of them, now’s the time to get started. If you already have one, take a moment to review and update it so it reflects your current wishes and family situation.
Having a plan can: ✅ Protect your loved ones ✅ Preserve your legacy ✅ Support the causes you care about
Without a plan, your estate could face delays, unexpected costs, and results that don’t match your wishes.
The Financial Advisors at Covenant Trust will work alongside your legal counsel to help create a comprehensive estate strategy tailored to your goals. Let’s talk about how we can support your legacy planning. Covenant Trust... See MoreSee Less
Assisted Living and In-Home Care may seem similar at first glance — but understanding the key differences can help you make the choice that best supports your needs or those of a loved one.
From daily support to long-term peace of mind, the right fit can make all the difference.
Visit our free resource page to download “The Key Differences: Assisted Living vs. In-Home Care” and explore which path may be right for you: bit.ly/4hzXjAr... See MoreSee Less
Wondering what senior living might cost? Our quick assessment tool makes it easy to explore your options.
In just a few minutes, you’ll receive personalized recommendations to help you or your loved one take the next step with confidence.
Take the guesswork out of planning — start here: bit.ly/3VgFNZo ... See MoreSee Less
Comment on Facebook
August is National Make-A-Will Month – a timely reminder to make creating your Will a priority this year.
According to a 2025 bit.ly/3gGgPhw survey, 76% of U.S. adults don’t have a Will. If you’re one of them, now’s the time to get started. If you already have one, take a moment to review and update it so it reflects your current wishes and family situation.
Having a plan can:
✅ Protect your loved ones
✅ Preserve your legacy
✅ Support the causes you care about
Without a plan, your estate could face delays, unexpected costs, and results that don’t match your wishes.
The Financial Advisors at Covenant Trust will work alongside your legal counsel to help create a comprehensive estate strategy tailored to your goals. Let’s talk about how we can support your legacy planning. Covenant Trust ... See MoreSee Less
Comment on Facebook
Assisted Living and In-Home Care may seem similar at first glance — but understanding the key differences can help you make the choice that best supports your needs or those of a loved one.
From daily support to long-term peace of mind, the right fit can make all the difference.
Visit our free resource page to download “The Key Differences: Assisted Living vs. In-Home Care” and explore which path may be right for you: bit.ly/4hzXjAr ... See MoreSee Less
Comment on Facebook