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Wealth Planning Blog

We provide you with tips and wisdom to help individuals understand and create roadmaps for the distribution and preservation of assets and why wealth planning is so crucial.
 

Wealth Planning Blog
August 15, 2015

Back To The Basics Recap - Do I Need An Estate Plan?

With the close of the summer quickly approaching, kids going back to school, and life going back to “normal,” we thought it might be a good time to go back to the basics and discuss why EVERYONE needs an estate plan. While the reasons a person or family needs an estate plan are vast and varied, it is a FACT that everyone needs an estate plan - period. Now, don’t get us wrong, your estate plan may look nothing like the old Last Will and Testament you read of your grandmothers, but that is because today estate planning can be specifically tailored to your goals, the specific assets you need to plan for, and the circumstances surrounding your world.

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Wealth Planning Blog
July 31, 2014

Charitable, Religious and Legacy Bequests

As we progress throughout our lives, we seek meaning in our family, social, religious and work relationships. “The future must be seen in terms of what a person can do to contribute something, to make something better, to make it go where he believes with all his being it ought to go.” - Frederick R. Kappel. When we do succeed in finding religious, charitable or social meaning in our lives, one avenue of honoring this can be to make a financial gift to an organization or institution which develops, reflects, or embodies this meaning in our lives.

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