May 28, 2020 | Estate Planning
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,...
Apr 23, 2020 | Estate Planning
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...
Mar 16, 2020 | Estate Planning
“An ounce of prevention is worth a pound of cure.” -Benjamin Franklin Picture this. You take the time to carefully plan your estate. You invest your money and time to utilize the tools you believe will work best. You put in the work, creating a plan you are confident...
Feb 27, 2020 | Estate Planning
Envision for a moment how you want to leave those closest to you when you pass away. Maybe you’ve never thought about it consciously, but I’m willing to bet you have hopes and dreams for what those goodbyes will look like, and how you will continue to affect the...
Jan 17, 2020 | Estate Planning
When you research or talk with others about estate planning, wills, end of life to-do lists, etc., terms can start to get a little confusing. Trusts are often talked about alongside Last Will and Testaments, and when the two are grouped together it’s hard to know the...
