family planning

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Generational Wisdom in 32 Questions

Generational wisdom is probably one of my favorite topics and one of the most rewarding parts of my practice. I was lucky enough to know three of my great-grandparents. In fact, my grandmother’s father, Grandpa Jack, taught me how to throw a baseball. My grandfather’s mother, Grandma Ida, introduced me to the _____ of chicken [...]

By | May 12th, 2017|Philosophy|0 Comments

How to Incorporate Family Values in Your Estate Planning

Baby boomers know money isn’t the only important aspect of estate planning. A 2012 study released by the Allianz Life Insurance, Co. showed baby boomers wanted to leave their family more than just financial assets. Researchers found baby boomers identified family values as some of the most important things to pass down to heirs. In [...]

By | January 10th, 2017|Uncategorized|0 Comments