Apex: First off, what has been your path to this career? How does one end up in trust administration? Rita: My previous employer was Wells Fargo, where I held a variety […]
When you make key decisions about how you want to be remembered, you’ll make it the celebration you want while eliminating a significant burden for your family.
No matter their culture, location, or financial situation, every family has heirlooms of some kind. As part of our signature legacy planning program, we encourage clients to think about the pieces of artwork, jewelry, cars, tools, or other items they own that have stories and that they might want to make specific provisions for in their legacy plan. Here are a few ideas–inspired by some of our clients–for documenting and gifting those heirlooms:
We talked to grief therapist Grief Therapist Brittany Squillace, MA, LMFT about anticipatory grief: the emotions that can come with thinking about someone’s legacy–or realizing that a parent or loved one won’t […]
Congrats on your newest family member! Your legacy plan might be the last thing on your mind as you welcome a new little one to your life, but make sure you have your bases covered. Here are the most important legacy plans to make to care well for your child.
We function as third-party consultants, “sitting in the middle” with clients as they create a legacy plan that celebrates their values and what makes them unique, while maximizing how they’re […]
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, […]
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!
Whether you’re naming people to serve in key estate roles, you’ve been named in someone’s plan, or you’re just learning more about legacy planning, there are some important things to think about. We’ve taken our webinar content and put together a high-level, downloadable guide, and we hope it’s helpful to you!
“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 […]