ESTATE PLANNING: PART 1 – THE LAST ACT OF STEWARDSHIP
Welcome to this five-part series on Estate Planning. Most of us spend our lives building wealth, but few stop to ask how that wealth will shape the next generation. In this series I share with you ways on how to steward your wealth well and pass on what matters most. An inheritance obtained too early […]
ESTATE PLANNING: PART 2 – LEAVING AN INHERITANCE TO YOUR CHILDREN
Welcome to this second blog in our series on Estate Planning. In the first part, I covered the importance of Estate Planning and key steps you can take to ensure it protects your values. If you haven’t read it, I encourage you to start here. In this blog we look more at why thoughtful planning […]
ESTATE PLANNING: PART 3 – CREATING A TRUST THAT WORKS
Welcome to this third blog in our series on Estate Planning. If you haven’t read the first two, I would encourage you to start here. Setting up a trust for each of your children involves a lot of planning, but in my opinion, it’s the best way to leave an inheritance that will be utilized […]
ESTATE PLANNING: PART 4 – PREPARING YOUR SPOUSE FOR YOUR PASSING
This is the fourth part in our series on Estate Planning. I encourage you to start with the first three if you haven’t already done so. In this blog we deal with a tough topic that may sometimes get overlooked when estate planning – how to prepare your spouse for your passing. In many marriages, […]
ESTATE PLANNING: PART 5 – PREPARING FOR YOUR PARENT’S PASSING
Welcome to this fifth and final blog in our series on Estate Planning. I would encourage you to start from the beginning of this series if you have not had a chance to yet. In this blog we look at why leaning into tough conversations with your parents today can prevent future confusion and unanswered […]