by Monique Kleinhuizen | May 26, 2023 | Family Resources, Legacy, Resources
I grew up in Wisconsin, which means a few things: I can only cheer for the Packers. My car automatically stops at tiny roadside cheese shops. I eat my apple pie with a slice of that cheese: cheddar, the sharper the better. There’s nothing so delicious as a slice of my...
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 Christy Boysen | Apr 7, 2023 | Charitable Giving, Legacy, Nonprofit Resources, Resources
First off, it’s important to know the difference between an endowment and a foundation. An endowment is an invested fund set up to provide long-term support for a specific nonprofit organization or cause. A foundation is a type of nonprofit organization that supports...
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 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...
