5 Tips for Starting a Dialogue Around Your Estate Plan
Sitting down with an estate planner to develop an estate plan is a smart first step. But signing your documents is not the end of the process. In order to …
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The What, Why, and How of Ethical Wills and Legacy Letters
My clients that have received ethical wills, or legacy letters, from their family consider them to be their most valuable possession. Seriously. I’ve seen them and they’re some sweet, some …
Talking to Your Children About Estate Planning: When and How
Estate planning is something that every parent should invest in. It’s not a responsibility that should be delayed or forgotten about. But the decisions don’t stop with what to include …
Estate Planning: What to Consider When Filling Fiduciary Positions
You can spend a lot of time and effort crafting an articulate and comprehensive estate plan. However, if you don’t put the right people in charge of executing this plan, …
Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones
So I haven’t been public about this but my Aunt Karen passed away from Coronavirus complications three weeks ago. My Uncle is currently in hospital with pneumonia brought on by …
Estate Planning for the C-Suite: A Starting Point
From an estate planning perspective, as a business executive, you’re different than the average person. You probably have higher earnings, a larger net worth than the average person, equity in …