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February 2022

Raising Generous Kids Webinar (7pm)

February 22 @ 7:00 pm - 8:00 pm CST
Online

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? During this free, one-hour webinar, we’ll cover ideas for instilling generosity into your family and raising generous, grateful children. We’ll talk about some practical giving tools that could help your whole family take a more outwardly-focused approach…

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April 2022

“Preparing Your Loved Ones” Series: Communicating Your Plan

April 26 @ 11:30 am - 12:30 pm CDT
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 know. Then we’ll hear from local professionals who will provide tips and tricks for communicating a plan well.  It’ll be helpful for anyone, but especially…

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May 2022

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

May 10 @ 11:30 am - 12:30 pm CDT
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, we’ll give an overview of some basic estate lingo and what it means to be named a trustee or personal representative/executor. We’ll go over the…

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

May 17 @ 11:30 am - 12:30 pm CDT
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 an overview of some basic estate lingo, what it means to be named a power of attorney (financial or healthcare), and what kinds of directives…

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

May 24 @ 11:30 am - 12:30 pm CDT
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 you can’t be there for them.  Naming a trustee for a Minor’s Trust or Spendthrift Trust—set up for the benefit of your heirs—can also be…

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