by Monique Kleinhuizen | May 5, 2023 | Estate Planning, Family Resources, Legacy, Resources
Trusts are essential to legacy planning, yet they can be complex. That’s probably why trust-related questions are some of the most common we get from our clients: what are they, how do they work, and how are they funded? We’ve done whole blog posts on the types of...
by Monique Kleinhuizen | Mar 24, 2023 | Charitable Giving, Estate Planning, Family Resources, Legacy, Resources
Charitable Trusts: We love them, but they’re not for everyone! Charitable trusts are so powerful, we sometimes call them “give it twice” trusts. First off, here’s a quick overview of the different types of charitable trusts, and who might consider one. But while they...
by Katelyn Larson | Mar 10, 2023 | Estate Planning, Legacy, Resources
As legacy planners, we get a lot of questions about how to store important documents, photos, and other digital assets for the long haul…and how to securely share them with trusted loved ones who will play a role in our estate plans. We’ve written all...
by Monique Kleinhuizen | Feb 24, 2023 | Estate Planning, Family Resources, Legacy
The Venn Diagram overlap between internet memes and legacy planning is pretty small. That said, we saw a graphic like this on Instagram the other day from @newhappyco, and thought it perfectly summed up what we’re about: Yes, we also talk about family dynamics and...
by Katelyn Larson | Feb 8, 2023 | Estate Planning, Family Resources, Legacy, Resources
If you have a pet, I’m sure you’ve made plans for their care at some point. Maybe you were taking a vacation or had a busy workday and just wanted to ensure they were properly taken care of. Most of us don’t bat an eyelash at these forward-thinking plans for our furry...
by Monique Kleinhuizen | Jan 27, 2023 | Charitable Giving, Estate Planning, Family Resources, Legacy, Non-profit Testimonials, Nonprofit Resources, Resources
Our focus is on legacy planning…but we’re always helping donors identify the most effective ways to give charitably–starting now! There are CRUTs and CRATs and DAFs and ILITs and QCDs, and while we’ve just scratched the surface of the many charitable giving tools out...
