30 Sep, 2025
Why Have a Legacy Plan?
“The single biggest problem in communication is the illusion that it has taken place.” George Bernard Shaw. Perhaps truer words have never been spoken when it comes to intrafamily discussion surrounding financial and estate planning. In fact, a lack of communication is regarded by most as the single biggest challenge to leaving a lasting legacy. … Read More
30 Sep, 2025
What is a Legacy Plan?
Estate planning is commonly defined as the preparation of structures that serve to manage an individual’s asset base in the event of incapacitation or death. Having an estate plan is essential and as you consider crafting your own, you would be wise to consider how your estate fits into your overall legacy. As previously discussed, … Read More
18 Apr, 2023
Charitable Beneficiaries
Every estate and legacy plan is unique, and, quite frequently, there are special considerations that must be addressed and accounted for in one’s legal documents. Perhaps the most common mismanaged consideration in a legacy plan is how to bless charities at death. It warms the heart to see so many faithful stewards including church, charity … Read More