Valentine’s Day is special to many folks. It is a time to show our affection for loved ones and let them know how special they are. As a child, you may remember getting a box of chocolates from your parents letting you know that your were special and loved in their eyes. Of … Continue reading Why Love Letters to Heirs go Great With Chocolate and Roses
Five Ways You can Debunk the Silver Spoon Myth What is the silver spoon myth? In a nutshell, many people have been lead to believe that only those with lots of possessions and property should have an estate plan. Are you picturing ornate silver serving sets, land ownership fit for a king or queen, grandiose … Continue reading Five Ways You can Debunk the Silver Spoon Myth
The Overlooked Fundraising Gem: Planned Giving If you are involved with a nonprofit – 501(c)(3) organization, listen up: Executive Directors, Development Directors, Church Leaders, Faith Based Leadership, Board Members, Donors and Supporters. Planned giving (click here for free eBook) is a form of fundraising that has adjusted to trends in charitable giving for generations. Through … Continue reading The Overlooked Fundraising Gem: Planned Giving
A question that I am asked on a regular basis is, “How Often Should I Update my Estate Plan?” The question is not as clear-cut as you may think. Here is some information to keep in mind: Life: Weddings, births, new job, divorce, family dynamics, retirement, business ownership, new assets, illness, and death. Change Happens. … Continue reading Change Happens: Why you Should Update Your Estate Plan
The idea of unclaimed assets is exciting to many people. If you are thinking, why would someone have unclaimed assets? According to an article on the USA TODAY website, there are several reasons why someone would end up with unclaimed assets. One of the culprits for unclaimed assets is poor estate planning. Which of course … Continue reading Do You Have Unclaimed Assets?
Part 3 or 3 Happy Father’s Day to all the dads, granddads, uncles and other men who have been mentors to young people. We celebrate the wonderful contributions that you have made. Enjoy your day and know that you are appreciated. What happens to your assets when you are gone? The answer to that question … Continue reading How is Your Estate Plan Looking for Father’s Day? (Part 3 of 3)
Part 2 or 3 Happy Father’s Day to all the dads, granddads, uncles and other men who have been mentors to young people. We celebrate the wonderful contributions that you have made. Enjoy your day and know that you are appreciated. What happens to your assets when you are gone? The answer to that question … Continue reading How is Your Estate Plan Looking for Father’s Day? (Part 2 of 3)
Finally the weather around the country is warming up. The snow and ice in the Northeast was relentless this winter. Hospital emergency rooms, chiropractors offices and pharmacies were bombarded with patients suffering from broken bones, sprains and other injuries caused by falling on ice. What a relief to see the snow, ice and sleet finally … Continue reading 7 Estate Planning Items for Your Summer Checklist
This post was edited on 9/10/17. After watching the nation deal with the challenges of Hurricanes Harvey and Irma, I was moved to share information on giving and what it means to different folks. Why we give is personal: victim of a natural disaster, affected by an illness, family member suffers with an ailment, generous … Continue reading Giving Comes in Many Shapes and Sizes: What Fits Your Style?
Did you know that Older Americans Month is in May? Every year since 1963, US presidents have proclaimed that during the month of May we should acknowledge the contributions of those over 65. The theme this year focuses on keeping seniors safe from injury, accidents, violence and abuse. On April 30, 2014, The White House, Office … Continue reading Safe Today, Healthy Tomorrow – Older Americans Month – May 2014