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April 23, 2013

Ethical Wills – The True Worth of Your Estate Plan

Your estate plan is great for transitioning your financial wealth to the next generation, but your overall wealth is so much more. An Ethical Will includes your intellectual, spiritual and human assets. By helping you create an Ethical Will, you are protecting what matters – who you are and what is important to you.

April 18, 2013

Family Legacy Planning

Most of us spend a lot of time planning how to pay for a college education for our children, weddings, that car we always wanted and retirement. We all spend a significant amount of time planning for the long awaited vacation that will last only a few days of our lives. Some even have given thought to long term care planning. So, while planning for the BIG things and keeping our house in order, have you stopped to think about the steps to ensure that your legacy will be carried out?

June 10, 2011

Your Estate Plan: Leaving a Legacy

Estate planning is primarily about how to pass your property on after your death to the recipients of your estate with a minimum of fuss, expense and taxes. But, it is about a lot more as well.

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