Free Legacy Prompts

No matter your traditions, this time of the year is when a ton of family time happens... and when a lot of people have talking...

Three Legacy Must Reads

This Fall, I did something I haven't gotten a chance to do in a long time. I read. What can I say. With four kids...

Probate Terms

Probate and Estate Planning are things most of us will and should deal with. But, they're confusing. So let's pull back to the basics. All...

Questions? How About Some Answers.

Does the idea of estate planning overwhelm you? Is it something on your to do list, but you don't know where to begin? Are you...

Squirrels, I Mean People

So, I've hit on the first two important factors that make your estate plan unique to you: your location and your assets. But, one of...

Location Matters.

I’ve talked about how you are a unique snowflake. And the reasons why you are unique can be boiled down to three factors. The first...