Monthly Archives: May 2014

Your Memorial Should Be More Than Just Money

One of the most striking aspects of the recent opening of the National September 11 Memorial & Museum is the voice recordings left on the phones of the victims’ families of their last messages to loved ones. We hear so many stories of family members who keep voicemails and answering machine messages for years after a loved one dies. There is something so comforting about hearing the voice again of someone you love and miss.

Wouldn’t it be wonderful if you were able to leave something like this behind – not a voicemail or message that could easily be lost, but a full recording of the hopes and dreams you have for your children and grandchildren, your own history and life lessons you feel are too important to die with you.

You may have even been intending to do this for some time, and have never gotten around to it. You may have written a letter and stuck it away under the impression that the right people would find it at the right time. Unfortunately, this does not always happen – and your words are too precious to leave to chance.

We make this possible as part of your legacy planning process, helping you capture and pass on more than just your assets, but also your own story and your aspirations for your loved ones through a special recording we produce for each of our clients. It’s a gift your family will cherish forever!

Think about how much you would love to have a recording from your grandparents or parents who are no longer here, and what that would mean to your children as well. Your lasting legacy should be much more than just money; it should also be those valuable intangibles that reveal who you are through your insights, values and experience. It’s a gift your family will cherish forever, and we are honored to be able to provide it for our clients.

Call our office to schedule a time for us to sit down and talk about a Family Wealth Planning Session, where we can identify the best ways for you to ensure your legacy of love and financial security for your family.

How to Protect Your Legacy With a Business Succession Plan

Our state is rich with families who have started businesses here and watched them thrive through the generations. However, there are also many examples of family businesses that have failed to weather the changes in generational management and ceased to exist. In many cases, this could have been avoided through careful business succession planning. A… Continue Reading

Unconditional Love Doesn’t Have to Mean Unconditional Inheritance

Most parents love their children unconditionally and want to do whatever they can to smooth life’s rough road for them. But that unconditional love doesn’t necessarily mean that unconditional trust exists when it comes to leaving children with a hefty inheritance. A recent Forbes article looked at smart ways that parents can pass the love… Continue Reading

7 Steps to Creating an Estate Plan That Keeps Your Family Out of Court

Many people fail to create an estate plan because they don’t truly understand what is involved and therefore believe it is too complicated. But the real truth is that creating an estate plan during your lifetime is far less complicated than what your family will deal with after you are gone, if you don’t: 1.… Continue Reading

What Employers Need to Know About Employee Privacy Laws

Because of increasing regulatory scrutiny of privacy laws, employers should take extra care in safeguarding personnel files and medical records as you would any other confidential company information. Employers should keep personnel files stored securely in a locked cabinet, and make them available only to managers or supervisors who have a legitimate business reason to… Continue Reading