View All (55) Articles Filed Under:  Legacy

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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When Is an Inheritance a Bad Thing?

Sid and Jean started their business out of necessity. He’d lost his job unexpectedly, and the job market appeared slim. So off they went. He was marketing. She was operations. And together, a step at a time, they built a business brick by brick. Along the way, their children participated in  »  Read More

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