by Christy Boysen | Jul 15, 2022 | Estate Planning, Legacy, Resources
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 blank stares from people. People understand what a will is. They might...
by Monique Kleinhuizen | Jun 2, 2022 | Family Resources, Legacy, Resources
Memorial Day is a chance to remember those who made the ultimate sacrifice for our country. It’s a time to stop and think about those who gave their time–and some, their lives–in the name of freedom. It’s a precious time of remembrance and solitude. In a way, we live...
by Monique Kleinhuizen | May 19, 2022 | Estate Planning, Family Resources, Legacy, Resources
In our work, we spend a lot of time talking with clients about what will happen after they’re gone. We help them think through where their assets will go, who will handle their estate-related decisions, and who will take care of their children/pets if something...
by Monique Kleinhuizen | Apr 26, 2022 | Estate Planning, Family Resources, Legacy, Resources
“It seems so easy or obvious to communicate a plan, but it’s amazing the reaction we get from families who see an estate document for the first time and can’t understand why the creator did it a certain way,” says Says Katie Kranz, Vice President of the Trust...
by Monique Kleinhuizen | Apr 8, 2022 | Estate Planning, Family Resources, Legacy, Resources
“There are just no resources out there for people like me.” That’s what my mom told me when she stepped in to help settle the estate of a third loved one within just a handful of years. As she is known to do, she then poured herself an extra-strong cup of coffee and...
by Monique Kleinhuizen | Feb 23, 2022 | Family Resources, Legacy, Resources
Parents want the best for their children. And when it comes to legacy planning, they often have two main goals: care for their kids’ financial future, and make a positive impact on their community and causes they care about. What about doing BOTH? We pulled together...
