Tag: Legacy Planning

Celebrating Wellness Expo Applebee’s Gift Card Winner

Healthy Living Fair Raffle Winner: Anne Murphy I would like to thank everyone who made it out to the Celebrating Wellness expo at the Senior Center this year. It was good to see a lot of you there and meet

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3 Advantages that Family Businesses Start with over Traditional Businesses

Family businesses can provide many benefits to the family as well as society. Many people preach that mixing family and business is a sure recipe for disaster and estrangement, but it doesn’t have to be that way. Here are three

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How to Engage Children in Charitable Giving

The intent of this article is to give the reader some ideas on how to teach generosity, civic engagement, and financial responsibility. Parents often struggle with the paradox of teaching their children to be savvy with their money while at

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A Not So Obvious Estate Planning Mistake

       You just got done signing estate plan papers with your attorney, and he summarizes everything you have just done, “Today you completed your Estate Plan.  You have a pour over will that will act like a big

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What will really happen to my estate if I die without a will or a Trust?

Ok, for all of you out there who do not have an estate plan, I have put together a brief video explaining what will happen to your estate if you die without having first planned by getting a trust or

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Legacy Planning is Not Just for the Rich- See how $5,000 can impact 3 generations.

  Legacy Planning is the process of using the transition of wealth to incentivize gift distributions.  For a closer look with examples of Legacy Planning might look like, please see my previous post, Legacy Planning 101.  After people understand the

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Probate Court Explained

Probate Court is talked about by every estate planning attorney.  I do not think that it gets explained very well though.  Watch this video for brief, yet simple explanation. This video will answer, what probate court is, how long does

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Building an Empire Part 2 – Start with Your Assets

              What are your assets?  Most people think of bank accounts, stocks, bonds, land, and businesses when they think of assets.  They would be right, they are assets, but those are not the only

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Legacy Planning 101:

Hi, Please check out my first white board animation video explaining Legacy/Estate Planning.  Let me know what you think.  If you are interested in this approach, give me a call and set up an appointment for a free family wealth

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Do It Yourself Funeral. What??!!

You were probably as surprised as I was when I first came across the concept of Do it Yourself Funerals (hereinafter,  “DIY”).  Funerals do not seem to be the sort of “project” that you would want to attempt by yourself. 

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