Legacy Planning: Discover and Preserve Your Family’s History

When you hear the word ‘legacy,’ what comes to mind?   For some, maybe it means becoming famous or well-known for your contributions to the world, even if just to your family or immediate community. For others, it may mean building wealth that will surpass your lifetime. Others may think of close family connections and ancestry. If you’re thinking of Continue Reading →

Why You Should Plan for Every Possible Estate Planning Scenario

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 →

How to Talk to Your Children About Estate Planning

Broaching the topic of estate planning with your children can be a daunting task, with a mixture of difficult emotions for everyone involved, rising to the surface—anxiety, fear, or even avoidance. Depending on their age, maybe you think they might not follow or understand the discussion. But it’s important to talk to your children about estate planning.   Overall, no Continue Reading →

The Importance of Legacy Planning

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 →