Estate Planning
Are Your Important Documents Secure and Accessible?
Keep your financial life organized with a thoughtful combination of digital and physical storage solutions. Pop quiz: In an emergency, could your loves ones find your current will and power of attorney? If you had to evacuate your home, could you quickly get your hands on your passport, deeds and keepsakes? Are your documents in…
Read MoreThe Family Meeting: Communication is Key
The season for gathering is upon us. A little more than half of those in the baby-boom generation plan to travel in 2021, according to an AARP survey, and 57% of them are planning a trip to spend time with loved ones. Which brings to mind an important topic: the family meeting. Though it may…
Read MoreLosing a Loved One: Things to Know
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the last thing on your mind when you’re dealing with making arrangements and picking up the pieces. It’s wise to put off major decisions while you’re grieving – conventional wisdom recommends taking a year to…
Read MoreFour Ways to Create a Meaningful Family Legacy
Family legacy planning that goes beyond finances can help us live with intention. Family lends us a strong sense of identity. So it makes sense that traditional legacy planning focuses on this area of our life and the financial resources we want to leave to our loved ones. However, we believe the best legacy plans…
Read MoreThe Five Key Pieces of an Estate Plan to Help Preserve Your Family and Legacy
Estate planning means much more than merely drawing up a will. It means establishing an integrated plan designed to safeguard your estate, future generations, and those you love. It also means knowing your assets will be managed appropriately and your legacy preserved. An effective estate plan should be comprehensive, so it’s essential to consider your…
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