Business owners, your company is your legacy—but is it protected? My grandfather co-founded Oatfield Sweets in 1930, growing it from a garden shed to a global brand. When he passed in 1972, his planning ensured his family’s financial security. Many entrepreneurs focus on growth but overlook planning for the unexpected. If you pass away suddenly, […]
View ArticleBereavement, Charitable Giving, Financial Planning, Inheritance Tax Planning, Legacy Planning
Swedish ‘death cleaning’ has gained popularity in recent years among folks who need some added structure to guide their spring cleaning. The idea is to approach decluttering with mindfulness about the mess you could leave behind for your loved ones if you don’t get your stuff in order. Of course, boxing up donations and filling […]
View ArticleBereavement, Financial Planning, Inheritance Tax Planning, Legacy Planning
Ensure Your Life Wishes Are Granted Through Effective Estate Planning Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do […]
View ArticleBereavement, Charitable Giving, Inheritance Tax Planning, Legacy Planning
Designing an estate plan that cares for your loved ones and makes a positive impact on the world isn’t as simple as deciding who gets how much of what. Your answers to these three questions will help you weigh your family’s unique dynamics and your values as you lay the foundation for a generational legacy. […]
View ArticleBereavement, Financial Planning, Inheritance Tax Planning, Legacy Planning, Terminal Illness
Planning for bereavement Most of us look forward to planning for our retirement, and enjoy deciding how we’ll spend those last years with our loved ones. For many, everything works out as intended, but for some people, their best laid plans may be upset by unexpected illness or the sudden death of a partner, […]
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