by letpa | Oct 8, 2024 | eNewsletter Articles, News
Wealth, Legacy, and Family Drama: Inside The Descendants Picture this: You are standing on a piece of land that has been in your family for generations and has been handed down through a trust. The land is imbued with memories from your childhood, your children, and...
by letpa | Oct 8, 2024 | News
An estate plan is your script to a lasting legacy. “We are all storytellers, and we are the stories we tell,” wrote American psychologist Dan McAdams. Narrative thinking refers to how we view our own role in the story of our lives. It is a more formal way of...
by letpa | Sep 10, 2024 | eNewsletter Articles, News
Young adults are not known for being the most fiscally responsible people. Yet financial planning is more important than ever for a generation that is struggling with high inflation and debt and has a tendency to prioritize spending over saving. If your advice is...
by letpa | Sep 10, 2024 | eNewsletter Articles, News
As our client—and as a parent—you know that having a comprehensive estate plan ensures that your children will be taken care of if something happens to you. But what if something happens to your child? Should they have a will, too? And if they do not, what happens...
by letpa | Sep 10, 2024 | eNewsletter Articles, News
The long, carefree days of summer are nearing an end. If you have a high school senior at home, childhood is also coming to an end for them as they prepare to graduate, turn 18, and enter the “real world.” You have done everything you can to prepare your child...
