Filled In: Family, legacy planning, Pets, Planning, traditions
Since our pets have shorter life spans, we don’t typically think about outliving them. But it does happen. It is estimated that between five and seven million companion animals end […]
Filled In: Family, legacy planning, Planning
Most of us think of a legacy in terms of the future, of when we’re gone. We worry about what sort of financial inheritance we’ll be able to leave; what […]
Filled In: Family, legacy planning, life stories, Planning
“Be the change you wish to see in the world.” The quote is attributed to Ghandi in his fight for non-violent independence. But to me, it is an inspiration for […]
Filled In: Uncategorized
As a seasoned financial advisor, you know how to unearth a potential customer, hone in on his or her needs, find a product that addresses those needs and close. The […]
Filled In: inheritance, legacy planning, Planning
When planning your legacy and thinking about your family’s future, you may want to consider a trust. If you’ve avoided this financial tool because it seems too restrictive, it might […]