Agapi Marketing and Consulting Legacy & Lifestyle Planning

A group of 4 older friends sitting around a cozy coffee shop table on an outdoor patio, smiling and laughing. The table is cluttered with coffee cups, saucers, and a few pastries, with a warm, golden sunlight casting a gentle glow over the scene. The friends are dressed in casual, comfortable clothing, and their faces are lit up with genuine smiles and laughter. The background features a charming coffee shop with potted plants and string lights, adding to the cozy and inviting atmosphere. The overall mood is cheerful and heartwarming, capturing the essence of friendship and camaraderie.

10 Surprising Benefits of Aging You Didn’t Expect

Posted in NEXsteps by Nancy Boisvert on April 24, 2025

The Unexpected Benefits of Aging When we talk about aging, the conversation often turns to wrinkles, slowing down, or health concerns. But what if we

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Legacy Planning Mistakes That Could Cost Your Family Big

Posted in NEXsteps by Nancy Boisvert on April 17, 2025

The Biggest Mistakes People Make When Planning Their Legacy Legacy planning is more than just writing a will—it’s about ensuring that your wealth, values, and

a woman at a desk with a small stack of paperwork and a couple of outstanding bills, looking frustrated and overwhelmed

Estate Administration Mistakes: What Executors Need to Know

Posted in NEXsteps by Nancy Boisvert on April 10, 2025

The Top 3 Estate Administration Mistakes Executors Need To Know Administering an estate is often more complicated than people expect, and three estate administration mistakes

A warm, inviting office setting with a large wooden desk and comfortable chairs. A family of four, including older parents and two adult children, are seated around the desk, attentively listening to a financial advisor. The advisor, dressed in a professional suit, is holding a document and explaining details with a friendly smile. The family members are engaged, with the parents nodding in agreement and the children looking curious. The room is well-lit with natural light streaming in through large windows, creating a bright and positive atmosphere. Shelves filled with books and certificates adorn the walls, adding to the professional yet approachable ambiance.

Creating Generational Wealth: A Legacy That Lasts

Posted in NEXsteps by Nancy Boisvert on April 3, 2025

Planning for Generational Wealth: Let’s Talk Legacy Have you ever thought about what happens to your assets after you’re gone? Generational wealth is more than

an elderly man is seated in a wheelchair with a young man and woman beside him in a park setting

Navigating Eldercare: Essential Tips for Caregivers and Families

Posted in NEXsteps by Nancy Boisvert on March 27, 2025

Practical Tips For Navigating Eldercare Providing eldercare for an aging loved one is a deeply personal and often challenging journey. It requires balancing emotional, financial,

4 people in a room with a female judge. One young man has his head in his hands as he is stressed and confused. The other people are solemn

Estate Administration Without a Will: Now What?

Posted in NEXsteps by Nancy Boisvert on March 20, 2025

Handling an Estate When There Is No Will Estate administration without a will can be a complex and challenging process, as there are no clear

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