NOW is the time to plan ahead…

NOW is the time to plan ahead…

Fall is my favorite time of year! I love the cooler weather, autumn colors, football, and all things pumpkin (orange is my favorite color!).  The fall season is also a good time to clean out, organize and plan ahead. Organizing and planning ahead is the first step in creating the family legacy drawer. The family […]

Passing on your family heirlooms

Passing on your family heirlooms

Are you certain your family heirlooms will end up in the hands of the right people? Heirlooms are valuable possessions that have been passed down from one generation to the next.  It may be an old oak table that provided family dinners for many generations, a timepiece carried in the vest pocket of your great-grandfather, […]

Do you have a financial power of attorney? You should and here’s why.

Do you have a financial power of attorney?  You should and here’s why.

What if you suddenly became incapacitated and could not make financial decisions for yourself? An accident, a health crisis, or struggles with cognitive function such as Alzheimer’s may force you to rely on someone else to take control of your financial life.  Even if you think these situations are unlikely, it is crucial to think […]