Category Archives for Legacy Planning

Art Reflects Life: What we can learn from ABC’s Modern Family

Art reflects life. Even a humorous television sitcom such as ABC’s Modern Family touches on serious issues like guardianship and asset protection. A comprehensive estate plan can protect the things

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Three Health Care Documents You Need to Include in Your Estate Plan

Decisions about your health care are some of the most important you will ever make. Don’t put off making plans until you are unable to assert your wishes. Including health care documents in your estate

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Family Values: How to Continue them for Generations

With just a little effort, we can preserve our family values for generations to come. Most of us want to make a mark in the world. That’s a big part of what gives our lives meaning. And whether or not

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Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead!

If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does

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The 4 Key Life Skills Your Children Need to Have Before They Inherit

The lunches are made, the backpacks are packed. You’ve successfully sent your child off to meet the challenges of school. It is in school where they will learn to read and write, to socialize and learn

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Build Your Child’s Back-to-School Resilience to Support Their Ultimate Success

If you are like most parents, your primary objective is to support your children to be prepared to handle the pressures of adulthood. If you have wondered what the most important thing you can do now

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Things You Should Never Put in Your Will

A will is a vital estate planning document, and allows you to distribute your assets and property according to your wishes. However, there are several items that should NOT be included in a will: Property

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Estate Planning for the Blended Family

Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task, especially when it comes to estate planning.  With a majority of Americans not only marrying

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More About Your Estate Plan

The revocable living trust is the basic building block of most estate plans. It’s the tool that allows your estate to avoid the expense, delay, and uncertainty of probate court, and it is the tool that

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Your Estate Planning Checklist

The death of a parent… Medical issues… Birth of a child… A milestone birthday… Any of these events can trigger the urge to put your affairs in order and plan your estate. One of the best things

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