Estate Planning and Your Will

This article is a follow-up to my last one about leaving a legacy and estate planning. Once you get some up-front planning done, the next step is to put things in writing. I redid my own estate plan (my will and associated documents) last year, and I occasionally get questions about the best way to … Read more

Retirement Stewardship and Your Legacy

In this, the first of two articles, I get into the sensitive and sometimes emotional subject of stewardship as it relates to estate planning. Whether you are older and already in retirement, or younger and this is perhaps the farthest thing from your mind, this is an important subject. Why? Because it is the way … Read more