Why do you have a “Last Will and Testament.” Even Estate Planning attorneys are unlikely to know the etymology of the term. It was the subject of a recent question on “Jeopardy.” Read on to learn more. … [Read more...] about “Last Will and Testament” Origin
legacy planning
What Is Legacy Planning?
Your legacy is defined by the impact that you have after you pass away. Clearly, legacy planning is going to involve the facilitation of future asset transfers. This can be particularly challenging if you are exposed to the estate tax on the federal level and/or the state-level. When you plan your legacy you do everything possible to preserve wealth for the benefit of succeeding generations. The financial part of the equation is certainly very important. However, an effective legacy plan … [Read more...] about What Is Legacy Planning?
Mandi’s Favorite Holiday Tradition
Mandi's holiday tradition begins with cinnamon rolls. Each holiday we bake cinnamon rolls and our home fills with the delicious aroma. When our children, Bobby and Dani were young, they would wake to the smell of the cinnamon rolls and know that it was time to see what presents Santa had left under the tree. Even though our kids are in their 20s, we still bake cinnamon rolls and eat them together as we enjoy the holiday and reminisce about past holidays. … [Read more...] about Mandi’s Favorite Holiday Tradition
