2020 Is The Year To Write Your Ethical Will

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...
To Our Sons: Sam and Ellen’s Ethical Will

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,...
Getting Certain Things To Certain People When You Die

Getting Certain Things To Certain People When You Die

Getting Certain Things To Certain People – Why Does It Matter? Think for a moment about the most valuable things you own.  If your house was on fire, what would you grab on your way out?  For most of us, our most treasured possessions are pictures of our kids,...
The 3 Tools Essential to Every Relational Estate Plan

The 3 Tools Essential to Every Relational Estate Plan

In our recently published book, Fearless: Facing the Future Confidently with Relational Estate Planning, (soon to be available on Amazon!) we explain what it means to have an estate planning philosophy that focuses on your loved ones’ well-being, rather than focusing...