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...
How To Create an Estate Guide and Inventory

How To Create an Estate Guide and Inventory

“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...
Do I Need A Trust?

Do I Need A Trust?

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...

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