Jul 29, 2020 | Estate Planning
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...
Jul 16, 2020 | Current Events, Legacy
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...
Jul 8, 2020 | Estate Planning, Legacy
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,...
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...
