Category: Legacy Planning

Why You Should Plan for Every Possible Estate Planning Scenario

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Many things can happen in life, and it’s not always possible to plan for every scenario individually. Oftentimes, we never want to think about those what-if scenarios that deal with an untimely death.   These topics are tough to think about.   That’s why it’s best to frame it as a selfless decision. Thinking about every possible estate planning scenario Continue Reading →

The Importance of Legacy Planning

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Planning your estate and planning your legacy may correlate in some aspects, but are, at their core, entirely different. Planning your legacy is creating a memorable image of yourself that will last for future generations. Think of it this way—leaving behind a legacy is just like writing a book. It’s creating your story for others to read and reflect.  Estate Continue Reading →

It’s Not Just Death and Taxes: You Need an Incapacity Plan That Works When It’s Needed

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Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if you become mentally incapacitated. In this issue you will learn:   What happens without an incapacity plan. The essential documents for managing finances during incapacity. The Continue Reading →