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3 Differences: Do you have an Estate Plan or a Legacy Plan?

Do these two terms mean something different? We happen to think that an Estate Plan might not have nearly the same intergenerational impact as a Legacy Plan that is fully realized. Read more [...]

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Connecting & Reconnecting

How can we make the space for big conversations like legacy planning? This could be a good time to start the process of thinking about what it is you may want to communicate about your legacy [...]

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7 Predictors to Avoid a Family Cacophony

Family harmony and sibling collaboration does not happen without conviction, communication, courage and most importantly an acceptance of both shared family values and valuables. Strong [...]

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Planning for Resilience

Each year we don’t put aside for that rainy day or pay that insurance premium, we’re better off in the short term. But given long enough, the highly improbable becomes inevitable. At its heart, [...]

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For singles or people without children, what will your footprint be?

When most people with children are asked about their legacy, they speak about their children and the impact they will have on the world. For people who don’t have children and so without this [...]

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Estate Planning: 3 Dangers Facing Your Legacy

Congratulations! You have a will and power of attorney. You're finished with estate planning … or are you? Even beyond the fact that wills and other estate documents need to be reviewed as your [...]