Summer is the perfect time for barbecues, family visits, and fun vacations. With all the activity that summer brings, and the fact that you're more likely to see family, now might be the right time to discuss estate planning with loved ones and to think about your own.  You no doubt spend a lo...

The concept of an Ethical Will has been around since biblical times. It was a way for people to pass on their shared stories, wisdom, and blessings to the next generation. It is not a legal document like a last will and testament. Instead of laying out who will inherit the assets, it leaves a type of moral inheritance such as philosophies, memories, life lessons, and wishes for loved ones and future generations. It can be as simple as a letter written to one’s children and grandchildren, or it can be a longer personal history. Read on to learn more about what Ethical Wills are, why you should write one, and what to include in yours.

Memorial Day honors our nation’s heroes who have made the ultimate sacrifice. As we cherish the legacies they leave behind, it can serve as a reminder that all of us have legacies to leave our loved ones and communities. For military service members, risking their lives for their country is part of the job, which makes it that much more important that they have an Estate Plan in place to protect themselves, their families, and to leave a legacy of their own design.

Easter Egg Hunts are a delight for kids, searching high and low for those candy-filled eggs. Setting up these scavenger hunts for your children is a beautiful pastime. However, what parents should want to avoid are these types of scavenger hunts later in life, making their children search everywhere for estate planning documents during a time of grief. Here are some tips on how to avoid a "hunt" for important documentation and take some of the strain out of a difficult situation.

Estate Planning is never static; it grows and changes along with you. When you're a business owner, it adds another level of complexity that you need to maintain to ensure everything with you and your business remains up to date. Depending on where you are in your life journey (and the life of your business), there are certain Estate Planning elements you should be aware of and questions you should ask yourself along the way. 

Over the years, he's done so much for you and shared his wisdom (whether you wanted to hear it or not). For Father's Day, this can be your time to give something back to your elderly father: help with developing an estate plan. You can't give him a completed estate plan, but you can gift him yo...

Too often, people consider their work done once their estate planning documents are complete. Estate planning should be much more than simply having a will or a trust; it should also focus on what you want to achieve in life and what you want to pass on beyond your assets. This is called a "Legacy Plan"; it defines your goals and allows your purpose to be carried forward to have a continuing impact on the world. Legacy planning is a proactive and intentional process, building your legacy over the course of your lifetime.