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“Preparing Your Loved Ones” Series: Communicating Your Plan

Online

Finishing your plan is a milestone worth celebrating. But after it’s in place, consider who you’d like to bring up to speed about your wishes. This free, one-hour online lunch session will be two-fold: we’ll cover the basics of how an estate is typically settled, who is in charge of estate-related decisions, and keywords/phrases to […]

“Preparing Your Loved Ones” Series: Trustee, Personal Representative/Executor

Online

Trustees, personal representatives, and/or executors play a very significant role in carrying out a legacy plan and honoring its owner's wishes. But even if someone wants to honor the legacy of their loved one to the best of their ability, these can be confusing and time-consuming roles to step into.  During this free, one-hour webinar, […]

“Preparing Your Loved Ones” Series: Powers of Attorney & Healthcare Directives

Online

It can be a huge honor to be named someone’s healthcare or financial power of attorney. It means they hold you in high esteem and believe you’ll have their best interests in mind, even if the unthinkable happens. But these can be confusing and emotional roles to play!  During this free, one-hour webinar, we’ll give […]

“Preparing Your Loved Ones” Series: Guardians & Minor’s/Spendthrift Trustee

Online

If you have minor children, there may be no more important legacy-planning decision than naming guardians for them in case of your death or incapacity. Deciding who will parent your child(ren) in the event that you can’t can be a tough and emotional process, but it’s essential to ensuring that your children thrive even if […]