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Blog Posts

It's So Hard to Say Goodbye: What To Do with Emotional Assets

The home where you raised your children. Your grandmother's locket. The lake house. Hand-crafted furniture that has been in...

Leave a Legacy, Not a Burden

You have worked hard your entire life. You've invested wisely, made wise decisions and done everything you could to build a ...

Thanks But No Thanks: 5 Things You Should Never Leave Your Children in Your Will

Have you thought about your legacy?

Everyone will leave a legacy. Some will be remembered by the inheritances they leave for...

Want to Leave a Legacy? Then Go Beyond Ordinary Financial Planning.

It has been said that the definition of crazy is doing the same thing over and over again and expecting a different outcome.

Everyone has a role to play in building your family's legacy.

It has been said that leadership is not about power, but responsibility.

Strong families are led by those who are willing to...

Don't be a statistic: Teach your children to protect your family fortune

The stories are everywhere, and they are alarming.

William "Bud" Post squandered more than $16 million in one single,...

When To Start Planning For Your Legacy

According to data collected by the U.S. Bureau of Labor Statistics, the average American spends about eight hours sleeping,...

How to find the right heritage planning professional

It all changed on a cold December day at Chicago's O'Hare International Airport.

That's where 13 people gathered around a...

How heritage planning preserves your family's wealth, values and traditions for future generations.

There are things that live on from generation to generation without any thought, effort or planning.

Surnames date back...

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