Tamryn’s Takeaway: Shaping What Lasts

Welcome to June Everyone!

Summer is a season usually packed with graduations, family milestones, and long-awaited gatherings, so it’s naturally a time we may find ourselves thinking about the future and the generations coming up behind us. Click through to read more. 

Using Values in Estate Planning

Estate planning is often described as the process of deciding how your assets will be distributed after your death. However, estate planning also provides an opportunity to articulate the personal legacy you want to leave behind. Click through to explore how clarifying your values can guide your decisions about distributing your financial assets.

Preparing a Will: Key Steps and Decisions

A will allows you to direct who will inherit your assets and property, including real estate, vehicles, family businesses, jewelry and heirlooms. It should also address less-obvious property, such as digital assets and cryptocurrency. Click through to understand the information you need to gather before drafting a will.

Estate Planning for LGBTQIA+ Families

Estate planning is important for everyone, but it can carry added urgency and complexity for LGBTQIA+ families. Legal recognition and protections have come a long way, but they're still dependent on where you live and how your relationship is defined. Click through to learn the steps you can take to have your wishes honored and keep your loved ones protected.

Transition Strategies for Your Family Business

How will you hand off your leadership responsibilities to the next generation? It's important to make sure ownership, management and daily operations shift smoothly. Click through for practical guidance on preparing for an organized family business transition.