Consider Using a Trust

Consider Using a Trust

“Well, I don’t know as I want a lawyer to tell me what I cannot do. I hire him to tell how to do what I want to do.” – J.P. Morgan Trusts serve specific purposes. If you think you may need one, consult an estate lawyer. Having a trust may make good...
Leave a Legacy

Leave a Legacy

“We must begin thinking like a river if we are to leave a legacy of beauty and life for future generations.” – David Brower We create our legacies with our time, energy, and money. If legacy is important to you, then leave the best legacy possible while you are...
Have Purpose in Retirement

Have Purpose in Retirement

“Preparation for old age should begin not later than one’s teens. A life which is empty of purpose until 65 will not suddenly become filled on retirement.” – Arthur E. Morgan Working provides people with a purpose, and retirement needs a purpose, too. We...

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