Blog
My Grandmother’s Recipe and Your Ethical Will
Leave it to the holiday season to make us nostalgic and thoughtful. A few weekends ago, Jill (my wife) and I celebrated one of my family’s longtime traditions with our kids – Brunswick stew. When I was growing up, my grandmother held a yearly event where she made a...
Parents, Here’s The Inheritance Your Kids Really Need
A Sad Story My team and I recently met with a man whose outlook on life saddened us. He is in his 80s, and his three children are in their 50s. They each have faced significant challenges in life, some due to their own choices, others due to the cards they have been...
5 Reasons to Create Your End-of-Life Plan (Even if You’re Nowhere Near Dying)
End-of-life planning is not just for people who are about to pass away. It is for anyone who wants to ensure they will be cared for when they can no longer care for themselves, and for anyone who wants to care for their loved ones in that process. Here are five...
Example of An Ethical Will: Peter’s Statement of Faith
Our friend, Peter, is one of the most kind-hearted men you could meet. When we explained the idea of Ethical Wills to him, he was all over it – eager to pass on his love and his beliefs to both his community and his family. After looking at different examples, he...
4 Ways to Prevent Elder Abuse
Whether you have an elderly loved one or you are growing older yourself, it is critical to know how to watch for and find ways to prevent elder abuse and neglect. For the purposes of this article, we’re going to focus primarily on protection against financial abuse,...
5 Qualities It Takes to Create A Relational Estate Plan
Relational Estate Planning: How It's Different and Why It Requires More of Us Relational estate planning uses your end-of-life plan to focus on your loved ones’ well-being, rather than just making a plan to distribute your assets. It's an entirely different mindset...
2020 Is The Year To Write Your Ethical Will
2020: A year that's changing world, a year that's changing us. When it comes to Ethical Wills, we always say the time is NOW. But 2020 has made this all too real for us. There has never been a better opportunity to write your Ethical Will, and we’re asking you to...
To Our Sons: Sam and Ellen’s Ethical Will
Our friends, Sam and Ellen, recently finished their estate plan. They have two young boys who are their pride and joy, and they were concerned with making sure they had guardians place for them. After providing for the boys’ physical wellbeing by creating a Will,...
Where to Start When Your Loved One’s Estate Is a Mess
As a Personal Representative for your loved one's estate, you already have a big job ahead of you. So to find that their estate is disorganized and unprepared can be overwhelming and discouraging. Where do you even start? I’ve put together four action steps you can...
