Dec 23, 2014 | Estate Planning
With 2015 right around the corner, it’s time to start thinking about your new year’s resolutions. It doesn’t matter whether you have an estate plan or don’t, one important item to add to your list is getting an estate plan checkup. Don’t Have an Estate Plan? If you...
Nov 13, 2013 | Financial Planning
Money values can be a guiding light that is a component of your legacy. If communicated frequently and purposefully, these values can be an important reference for your loved ones as they learn to handle money. The Key Takeaways · Having regular family...
Feb 9, 2013 | Estate Planning
Naming a Guardian for Your Minor Child(ren) Parents with minor children need to name someone to raise them (a guardian) in the event both parents should die before the child becomes an adult. While the likelihood of that actually happening is slim, the consequences of...
Feb 1, 2013 | Estate Planning
How to Leave Assets to Minor Children Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets...
Jan 26, 2013 | Estate Planning
Incorporating Faith and Values in Estate Planning For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this, including:...
