Inheritance Questions: Timing Out Your Inheritance
View Part One in our Inheritance Questions series: How Much Do I Leave and To Who? View Part Two in our Inheritance Questions series: What to do in Challenging Situations?…
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Inheritance Questions: What to do in Challenging Situations?
In part one of our inheritance questions series, we provided guidance on dividing up inheritance and offered different options for choosing inheritors in the family. Challenging situations and strife may…
Read MoreUnique Generosity Tools for Estate Planning at The Signatry
Donor advised funds are tools not only for today’s generosity but also for a legacy that endures even after your passing. Two common aspects in estate planning are life insurance…
Read MoreNavigating Questions on Transferring Wealth
I recently had a conversation with a friend and donor of The Signatry who owns a very successful real estate investment business. He is in his mid-sixties and is starting to think about the succession of his company. He told me that…
Read MoreLegacy in the Bible: Creating Standing Stones
Laced throughout the Bible are many examples of intentional legacy building by God’s people. After God spoke to Jacob and said to him, “Your name shall be Israel,” Jacob set…
Read MoreRealizing the Power of a Legacy for Clients
I recently attended a Continuing Legal Education seminar regarding estate planning, and while attending the presentations, I could not help but think about the difference in passing on a legacy…
Read More5 Keys to Determining the Amount of an Inheritance
It is one of the most common questions I get: how much should I leave my children? You may know this all too well already, but it can be surprisingly…
Read MoreKeys to Introducing Legacy Planning
As an advisor, what do you wish for your clients? Do you want them to be focused on the distribution of their assets when they die? Or would you rather…
Read MoreThree Ways 2020 Could Impact Estate Planning
Now is the time to review estate plans for 2020. The beginning of the year is a time when many people have a resolution to evaluate, reevaluate, or plan their…
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