Legacy Planning

Estate Planning for Blended Families

According to the US Bureau of Census, 1,300 new blended families form every day. Sadly, too many estate planners employ a canned estate plan that only employs solutions for traditional families when simply traditional planning does not work!

Family-centric Wealth Planning

Frank Mullins, CFP, Chartered Advisor in Philanthropy, Family Wealth Consultant with Legacy Wealth Counselors is our special guest this week. Find out what family-centric wealth planning is and how it can benefit you and your family.

Money Well Spent...or Saved

Someone important in my life once told me to spend my money on two things: other people and experiences. Giving to people gives back to you and experiences are memories you will always have. Here are 5 alternatives to spending and taking more risk when it comes to your cash.

The Estate Tax Storm

There are tools still available to you which, if implemented, could possibly allow you to weather out the upcoming estate tax storms. It may be now or never to take action and set up a lasting low or even no tax legacy.

My Farm & Ranch: Transitioning and Retirement Planning

If you haven’t thought about your own legacy, please do. In order to help you get off on the right foot, here are some things you need to consider. We call it the “Who, What, When, How, Sam and Plan Approach.”

How Much is Too Much to Leave Your Kids?

This was a recent headline in a newsletter we read frequently called “Trust Advisor.” The article opened with the statement,“Imagine that you’re a self-made person with $100 million in assets. Do you leave it all to your children?”1
Okay… $100 million is a bit outrageous, but it did give me anew perspective. What if my estate was$100 million? Would this be too much to leave my kids? ... If “yes,” why would it be too much?...