You Don't Need Millions of Dollars To Use A Trust, Here's Why
Trusts can help transfer money to your loved ones, but many think they are reserved for the ultra-wealthy. Is it true?
5 Clear Benefits Roth IRAs Can Bring To Your Estate Plan
Here are five key advantages Roth IRAs have over other retirement accounts and why they benefit your estate plan.
4 Simple Ways To Make Estate Planning Conversations With Your Kids Less Awkward
Are you stressed about having conversations with your adult children regarding your estate plan? Estate planning conversations are complex, but here are great ways to navigate them with grace.
The Top 4 Estate Planning Myths, And Why Your Plan Is Better Off Without Them
Your legacy is something you build each day. It shines through your values, priorities, how you treat others and yourself as well as the way you live your life.
Married Couples, How To Build A Beautiful Legacy Together
Live out the legacy you want to leave behind. A legacy is more than the future. It is right now. What can you do to further your legacy today?
3 Simple Ways To Give Your Legacy A Charitable Focus
Your charitable ambitions have helped guide your life from the organizations you support to all of the wonderful relationships you have sustained along the way and your passion for giving can also shine through as you plan for your legacy.
Providing For Loved Ones With Disabilities
Have you ever considered how an adult with a significant disability "pays the bills?" How does an adult who cannot fully provide for themselves make ends meet? Here are some possibilities.
What Will Your Legacy Be?
In the subject line I asked, "what will your legacy be?" I am not talking about money. Money is a useful tool, yes, but you can't take it with you. We can talk about financial legacies, and in my business we do so often, for it's a component of every good estate plan. Far more important, however, is passing on virtue. What kind of inheritance (rather than how much) will you leave behind for your loved ones?
Don't Forget
Ah, summer. Do you love it as much as I do? Hot dogs, roller coasters, ice cream, backyard pools and sprinklers...these are what come to mind when I think of summer. I wonder what my children will recall of their childhood summers. Will they think fondly of the long drives in the van to visit far-flung family and friends? Will they think of the awe-inspiring sunset behind the mountains? Will it be the evenings spent chasing fireflies in the backyard with the neighbors?