View All (59) Articles Filed Under:  Legacy

Do You Really Want to Leave That Legacy Property to Your Children?

Ah, the family lake house—such an enjoyable place. Fond memories, summer evenings, fish fries: The photos on the wall tell such a warm and pleasant story. But will that story continue after you are gone? Who gets to use it, and when? Why does Susie get to use it more than Joanie? And if there are  »  Read More

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Does My Spouse Know Whom to Talk to When I’m Gone?

When Steve died, the family was shocked in more ways than one. His untimely death from heart attack just wasn’t in the cards. But his youngest son was surprised to find out that he was the trustee and placed in the unenviable position of dictating his father’s wishes to his older  »  Read More

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Don’t Miss the Two Types of Inheritance and Why Everyone Leaves One!

Did you know that there are two types of inheritance? Legal and spiritual. A legal inheritance is what we traditionally think of: Someone has a will or trust and leaves money or property to an heir. It’s pretty straightforward and can be done without a lot of emotion or conversation, in many  »  Read More

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