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Tag Archives: values

The Customized Estate Plan: 5 Things to Talk About with Your Family this Holiday Season

The Customized Estate Plan_

You intend to pass along your wealth through your estate plan, but what about your wisdom?

Ensuring you accomplish both means having a conversation with your family about your money, your legacy, and your core principles. With the holidays coming up quickly, family dinners and...
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Money Isn’t Everything in Estate Planning

How to Pass Your Stories and Values to the Future Generations

Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be...
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