Tag archive: goals

Charitable, Religious and Legacy Bequests

As we progress throughout our lives, we seek meaning in our family, social, religious and work relationships. “The future must be seen in terms of what a person can do to contribute something, to make something better, to make it go where he believes with all his being it ought to go.” – Frederick R….

What will happen to your castle? Keeping it real and keeping your real estate out of probate – Part 2

Hello, and welcome back to Part 2 of our “keeping real estate out of probate” series.  Did everyone have a nice Valentine’s Day?  We actually celebrated this Valentine’s Day as a big group with family, and I was utterly amazed at how excited the kids were about Valentine’s Day.  I swear my niece and nephew…

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