Guardians

Planning for the Unthinkable - a personal story

Posted on: October 23rd, 2014
This is "Estate Planning Awareness Week" - which is kind of a Hallmark holiday for estate planners, I guess. As my contribution to estate planning awareness, I am offering a very personal story that helps explain why I am passionate about planning. It's a little longer than usual, but I hope you take the time to read it, and that it may spur you, and your loved ones, to action....

Faith and Estate Planning

Posted on: March 20th, 2013
For many, passing along religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning creates many opportunities to do this....
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