View All (62) Articles Filed Under:  Legacy

Make Your Estate Documents a Meaningful Statement to Your Children

Let’s face it. Most people really don’t like estate planning. Even worse, the estate documents that get written are in the cold firsthand of a lawyer. And if the estate is complex, the documents are a hopeless nightmare of legalese. But there’s a better way. Make  »  Read More

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Surprising Facts About the Charitable Bequests of the Wealthy

What are the habits of the wealthy when it comes to leaving money by way of their estate?
A recent article in Give & Take (September 2017) noted the most recent IRS information on charitable gifts made through estates:
Thirty percent of women  »  Read More

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Sue, Storykeepers, and Us

March 1st was a big day. It’s the day I asked my wife, Brooke, to marry me. It’s also the day that we lost her mother. Brooke’s mom (Sue) was a kind and wonderful mother. She was also a super grandmother. She had worked as an OB/GYN nurse and was present at the hospital for the  »  Read More

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