Posted on: May 26, 2025
When somebody close to us passes away, we are left with constant reminders of them. Finding meaningful ways to keep a loved one’s memory alive after they pass can help us cherish these moments. Perhaps it’s a jacket hanging in the closet that still bears the scent of their cologne, a dog-eared book on their […]
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Posted on: May 19, 2025
If you have created a trust that you intend to last for decades, choosing the right trustee is critical to ensuring its longevity and ultimate success. Should I choose a family member as trustee in such cases? Many ponder this question. Initially, you may think that a family member (for example, Uncle Bill to your […]
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Posted on: May 12, 2025
To have a successful farm, thoughtful planning must be done every season. Your life is no different. To properly prepare for the next season in your life and the lives of your loved ones, you need a well-executed estate plan. Consider the following planning tools when crafting a foundational plan to protect yourself, your loved […]
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Posted on: April 21, 2025
In many families, everyone gets along, happily gathering for the holidays, sharing laughs, telling stories, and enjoying each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings surface, and the once-happy family is now embroiled in litigation over the head of the family’s money and property. A harmonious […]
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Posted on: April 10, 2025
Do you ever feel like you never have a moment to yourself? Or that even if you manage to carve out some personal time, you are not spending it as effectively as possible? An annual planning retreat might be the solution you need. Our always-on culture may counterproductively (and counterintuitively) hold us back from achievement. […]
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Posted on: April 3, 2025
Many estate plans contain revocable living trusts that will become irrevocable (cannot be easily changed or terminated) when the trustmaker dies. Such trusts may benefit the surviving spouse during their lifetime and may continue for the benefit of several additional generations. Because these trusts can be designed to span multiple decades, choosing the proper succession […]
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Posted on: February 24, 2025
How to Pass Your Stories and Values to Future Generations Money and property may be the most discussed types of wealth a person owns, but the riches of their experience and wisdom can mean even more to loved ones. Remember, money isn’t everything when it comes to family legacy. Reinforcement of family traditions can be […]
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Posted on: February 20, 2025
5 Things to Talk About with Your Family You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring you pass this along may call for a family meeting to discuss your finances, legacy, and core principles. This is an essential part of Estate Planning that […]
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Posted on: February 17, 2025
When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask about your family members, the accounts and property you own, and whom you want to include in your estate plan. As you dive deeper into […]
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