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Legacy Planning Basics

Legacy Planning Basics

If you’re a car dealership, it doesn’t take a lot of explaining for people to understand what you’re about and why they’d stop in to see you.  When we say we’re legacy consultants, we sometimes get...

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Why Do People Put Off Legacy Planning? The Answer Might Surprise You.

Why Do People Put Off Legacy Planning? The Answer Might Surprise You.

Everyone dies. And those of us in the legacy-planning industry know that when there’s a plan in place for when that happens, things go a lot more smoothly–and with a whole lot less tax–than if there’s no plan. Yet people put off making a plan! Why? We talked to Grief Therapist Brittany Squillace about one reason: anticipatory grief. She shares what that is, why it can be so debilitating, and how to cope with it.

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Guide to Powers of Attorney & Healthcare Directives

Guide to Powers of Attorney & Healthcare Directives

In our work, we spend a lot of time talking with clients about what will happen after they’re gone: where will their assets go, who will handle their estate-related decisions, and who will take care of their children/pets, etc. Power of Attorney (POA) documents/roles are incredibly powerful–but they come into play when someone is alive, but incapacitated–so it’s important that when someone is named a POA, they understand what they’re responsible for, and what to do next. Here’s a handy guide!

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