Estate and Legacy planning documents are often seen as difficult, and boring pieces of paper—which in some ways is exactly what they have to be in order to someday withstand tough legal scrutiny; but unless you’re an attorney who is practiced at reading the sentiment between the lines of dry legal jargon, these documents don’t… Read More »
Posts Tagged: heirloom
How to Leave Meaningful Mementos to the Next Generation
When clients come into our office to design their estate plans one of their biggest concerns is how to dispose of their tangible personal property. Sometimes clients spend more time determining how to dispose of these personal mementos than they do the big ticket items such as bank accounts, real property, and investments. This is… Read More »
Preserving Your Grandparents’ Story
An estate planner’s office can feel a lot like it’s all about the logistics of death: who gets what and how, who gets to make decisions, where things are kept, etc. But at our office, we know that every estate plan is also about a personal or a family story, and we encourage our clients… Read More »